Let's Work Together.
Whether you are a small business or working professional, we have the best solutions to fit your needs.
Business Tax Services
LittleOwl CPA, Inc. specializes in tax services for small businesses and entrepreneurs.
- Preparation of Federal & State tax returns
- Annual business health check & tax scan for planning opportunities
- Startup phase consulting including entity selection and required registrations
- State tax planning, including pass-through entity tax elections
- Retirement & benefits planning
- Planning for buying or selling a business
Individual Tax Services
LittleOwl CPA, Inc. specializes in tax and advisory services for working professionals, high net-worth individuals, and families with complicated tax and financial structures.
- Tax return preparation of Federal & State tax returns
- Quarterly tax estimates
- Tax notice resolution
- Annual tax scan for planning opportunities
Tax Planning
We provide comprehensive tax planning throughout the year and keep you up to date on recent tax law changes. We provide tax planning strategies based on your specific goals and objectives.
- Income tax planning
- Deductions planning
- Charitable planning
- Capital gains tax planning
- Trust & Estate planning
- Stock Options and Restricted Stock Units planning
- Coordination with other trusted advisors
FAQs
What kinds of tax planning do you do?
We make sure individuals and businesses are ready each tax season with planning for income, deductions, charitable giving, capital gains, trust and estate planning, stock options and restricted stock units planning, and more. We also coordinate with other trusted advisors.
What sets your firm apart?
Beyond decades of collective experience serving high-net-worth families and businesses, our focus on current tax laws, current technology, and up to date strategies allows us to create personalized roadmaps that minimizes your risks and maximizes your peace of mind.
Which industries do you serve?
LittleOwl CPA provides tax and business advisory services to a wide range of businesses, from medical practices to consulting services to law practices to franchises.
Why "little owl"?
Read about our story, mission, and values on our about page!
Do you support local or national clients?
We both support clients across the U.S. and also locally in Atlanta, GA.
How do I get started?
Schedule a Discovery call
On our intro call, we will discuss your unique tax and business situation, discuss current needs and develop a wishlist of goals and strategies for further review.
Proposal for Services
Based on the information from our intro call, we will to create a tax services proposal based on your unique planning roadmap. We will outline recommended services, timelines, and cost.
Execute the plan
After you accept the proposal, we will kick-off with an onboarding call to discuss next steps. We will get you on track with current needs and start working towards your planning goals.