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Smart Services for Smart Businesses.

Every business owner is faced with competing priorities and limited time. Our proven, progressive technologies help employers take full control of their administration, finances, and human resources so they can focus on what they do best: Planning for growth.

Comprehensive Tax Support for Thriving Businesses.

Maximize your profitability and go into tax season confident with the experienced tax professionals of Delta Wealth Advisors. Our seasoned CPAs know how to remove the question marks from your business’s tax strategy and build customized, intelligent tax strategies and plans that make it easier than ever to pay what’s due—and hold onto what’s yours.      

Tax Strategy + Planning

The success of any tax strategy comes in its execution—and DWA provides structured tax plans to mitigate risk and avoid surprises. With success in business comes a growing tax bill. Explore your options and implement strategies to minimize tax liabilities.  

  • Tax credit review
  • Comprehensive bookkeeping support to maximize deductions
  • Quarterly tax payment planning
  •  Monthly revenue analysis and tax planning recommendations

Tax  Preparation

Our experienced CPAs and business tax professionals make filing tax returns a breeze.

  • State and federal income tax return prep
  • Personal tangible property tax return prep
  • Filing of sales and payroll tax dollars and reports

Audit & Assurance

With decades of experience and a commitment and passion to audit and assurance services in privately held companies as well as not for profit, we are able to provide our clients the highest quality services and reporting.

  • Financial Statement Audits
  • Agreed Upon Procedures
  • Reviews and Compilations


CFO Services

Get a clear picture of your business’s financial health — and the support you need to drive smart decisions and real growth.

  • Regular CFO meetings
  • Fully outsourced accounting department
  • Custom financial reporting
  • Tremendous cost savings vs. in-house CFO

Bookkeeping & Payroll

Our experienced CPAs and business tax professionals make managing day-to- day finances and employee payroll a breeze.

  • Bank and credit card reconciliations
  • Clear and accurate monthly financial statements
  • Bill pay services
  • Worker’s comp
  • Payroll processing and filings

Human Resources

We maintain a well-oiled HR machine with simplified, streamlined processes for everything from hiring to time management.

  • Hiring and training
  • New hire dashboards
  • Employee handbooks
  • Worker’s comp
  • Time and attendance
  • Retirement plan selection

Your Technology Concierge.

Modern businesses are built on intelligent tech stacks that sync and automate to save time and money. We serve as your business tech hub, utilizing industry-leading software. We operate on connected cloud tech, and we’re proud to use the same accessible accounting technology you know and love. Invite us to your existing online account system or let us take the lead in setting one up for you—and let us do the heavy lifting.