Delta Wealth CPAs offers a full-suite of accounting, tax, and consulting services to meet your personal or business needs. Our primary services include accounting and bookkeeping, tax planning and consultation, and audits. We also offer specialty services to meet the unique needs of each individual client.
We’re always here to offer down-to-earth advice when new and unexpected opportunities and challenges arise.
Accounting
Financial Statements
Tax
401k Audits
Consulting
Accounting
We offer monthly and quarterly bookkeeping services, so you’ll always know your financial picture at a glance. We are also pleased to offer invoicing, bill-paying and payroll preparation services to assist you with time-consuming, but necessary, tasks.
Whether you have a small, personal domestic staff or your company employs hundreds, we make sure everyone is paid and all record keeping is accurate and up-to-date.
We know accounting. With this in-depth knowledge, we offer a systemic analysis to make certain the right programs and methods are in place to ensure accuracy of your personal or company books.
Tax
One of the principal responsibilities of your accounting firm is to manage your tax liabilities. We offer a comprehensive list of tax-related services, both business and personal.
Service, loyalty, and accuracy are the hallmarks of our business. Our relationship with you extends beyond accountant and client. It is our goal to be a trusted and valuable partner that you can always call upon—and always count on.
- Business and Individual Tax Preparation
- Tax Planning and Projections
- Liquidations, Mergers, Acquisitions and Reorganizations
- Estates and Trusts
- Gift Planning
- Tax Strategies for High Net Worth Individuals
- Stock Options for Executive Compensation
- Succession Planning and Transfers of Business Ownership
- Representation Before Federal, State, and Local Tax Authorities
- Sales and Use Tax
Consulting
We view ourselves as your financial partner, ever ready to offer analysis and advice to enhance your financial picture. You may call upon us at any time to discuss and prepare:
- Business and Individual Tax Preparation
- Tax Planning and Projections
- Liquidations, Mergers, Acquisitions and Reorganizations
- Estates and Trusts
401(k) Audits
Your active and retired employees rely on their 401(k) for planning their future. As a business owner, you want to provide a fair plan that is compliant with all federal regulations and requirements. That’s where we can help.
During an audit, our team will work with you to confirm that all eligible employees have the same opportunity to participate, plan activity, that contributions to the plan have been made in a timely manner, and that benefit payments are made according to the terms of the plan.
You’re looking out for the people that work to build your company and we’re looking out for you.