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
Getting Started Is Easy
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.