Services
Our goal at Caddie Group, CPA is to shoulder your burden and steer you towards success, allowing you to focus on what matters. We would be happy to discuss how we can meet your needs.
Tax Services
Individual tax preparation and planning, business tax preparation and compliance, multi-state tax filing, amended returns and prior year corrections, tax projection and scenario modeling
Accounting Services
Monthly bookkeeping and accounting, payroll processing and reporting, QuickBooks setup and training, financial statement preparation, sales tax compliance and filing, accounts receivable and payable management
Business Advisory Services
Entity selection and formation guidance, buy-sell agreement structuring, business succession planning, merger and acquisition tax planning, financial statement preparation and analysis, cash flow planning and management, profitability analysis and improvement strategies
Specialized Services
Partnership and S corporation taxation, multi-state compliance for pass-through entities, real estate investor tax planning,
estate and gift tax planning, trust and estate administration, business valuation services.