Our Services

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Financial Management

We offer financial management services to small businesses including cash flow management, budgeting, forecasting, and planning.

We provide ongoing support and advice to help our clients stay on track and make the most of their finances.

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Tax Preparation & Planning

We work with our clients to ensure they are taking advantage of all the tax breaks and deductions available to them.

We also help our clients prepare their tax returns, ensuring they are filing correctly and in a timely manner.

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Bookkeeping

Our bookkeeping services are designed to help businesses track their finances and stay organized.

We can customize a plan to fit your specific needs, whether you need help with invoicing, tracking expenses, or preparing for tax season.

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Tax Audit Support

Our team will help you prepare for an audit, represent you during an audit, and provide post-audit support.

We can also help you understand your rights and obligations during an audit, and assist you with tax planning to minimize your audit risk.

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Full Service Payroll

Timely and compliant payroll processing is crucial for any business. We will make sure your employees are paid on time, every time. We will also keep you compliant with all federal, state, and local regulations.

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Automation & Consulting

Our team specializes in advanced business automation. We’ll upgrade your ERP system to beyond the industry standard and find opportunities to automate your workflows and improve efficiency.

We Are Accepting New Clients!

Simplified Tax Advisory, Preparation, and Filing

Assistance with accounting and taxes ensures that tax obligations are met while maximizing your financial efficiency for small businesses, individuals, and large corporations alike.

Bennett Accounting & Tax helps businesses navigate the complexities of:

  • Tax Planning – Plan your finances in a tax-efficient manner. We will analyze financial situations, anticipate tax liabilities, and suggest strategies to minimize your tax obligations legally.
  • Preparation of Tax Returns – We accurately prepare tax returns based on your records and according to the current tax laws and regulations
  • Compliance – Tax laws and regulations are constantly changing. Our accountants stay updated on the latest tax laws to ensure our clients continue to meet tax requirements.
  • Identifying Tax Deductions and Credits – Our accountants identify all tax deductions and credits you may be eligible for to maximize tax savings for businesses and individuals.
  • Strategic Advice – Beyond submitting tax returns, we also provide advisory and consulting services on your financial decisions. We offer guidance on business decisions, structures, and other financial matters to optimize your future tax outcomes.

Save yourself the trouble of tax time, and outsource your accounting to the expertise of the Bennett Accounting & Tax team.

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CFO Advisory and Business Consulting

CFO advisory refers to the strategic guidance and support provided by financial experts to Chief Financial Officers (CFOs) and their teams. This type of advisory service encompasses a wide range of financial management activities aimed at helping CFOs make informed decisions to achieve their organization’s financial goals and objectives.

Our CFO advisory services include:

  • Strategic Planning
  • Financial Modeling and Analysis
  • Risk Management
  • Cost Optimization
  • Mergers and Acquisitions (M&A)
  • Capital Management
  • Financial Reporting and Compliance
  • Performance Measurement

Outsourced CFO Advisory to Bennett Accounting and Tax provides valuable strategic guidance and support to CFOs, enabling your company to effectively manage the organization’s finances and drive sustainable growth.

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Advisory and Consulting