CB CPA Tax and Advisory, LLC
Small Firm Rates, Big Firm Experience
CB CPA Tax and Advisory, LLC
Small Firm Rates, Big Firm Experience
Our Partners
Services Provided
Tax Services
- Tax Planning and Consulting.
- Tax Compliance and Return Preparation: Federal, State, and Local.
- IRS and State Tax Dispute Representation and Resolution.
- Voluntary Disclosure Agreements.
- Multi-State Apportionment.
- Gift Tax.
- Non-Profit Formation and Compliance.
- R&D Tax Credit Eligibility Studies.
Accounting Services
- Bookkeeping – Review and Preparation.
- Process and Procedure Review and Restructuring.
- Accounting System Design and Setup.
- Cost and Project Accounting.
- Fund Administration.
Advisory/Consulting Services
- CFO Advisory Services.
- Inventory Analysis.
- Section 263A Analysis.
- Entity Formation and Structuring.
- Succession Planning.
- Due Diligence and Support for Acquisition or Sale of Business.
Xero Accounting Software
- Everything in one place.
- Connect to your bank.
- Collaborate in real time.
- Customize to suit your needs.
- Everything you need to run your business.
- Fast, simple, powerful software.