Services
Expert Tax, Accounting & Advisory Services for Individuals & Businesses
At Bartlett CPA Services, we deliver more than tax preparation — we provide clarity, strategic guidance, and year-round support rooted in 20+ years of CPA expertise. Whether you’re an individual with complex filing needs, a growing business, or an entrepreneur navigating major financial decisions, our services are designed to keep you compliant, confident, and financially strong.
Our Professional Services
Business Advisory Services
Transform Your Business With Strategic, Data-Driven Financial Insight
Running a business requires more than passion — it requires smart decisions based on accurate financial information. Our business advisory services provide the strategic perspective you need to reduce costs, improve profitability, and plan for long-term success.
What We Help You Understand
- How is your business performing this year vs. last
- Where expenses are rising — and how to reduce them
- Whether hiring, expanding, or investing is financially smart
- Which expenses can be eliminated or restructured
- How to strengthen financial systems and decision-making
We combine financial analysis, industry knowledge, and practical solutions to help you make informed, profitable choices.
Business Acquisition, Sale & Succession Consulting
Expert Guidance for Buying, Selling & Transitioning a Business
High-value transactions require clarity, strategy, and precision. With deep experience in business taxation, deal structuring, and due diligence, we support owners, buyers, and investors through every stage of major financial transitions.
How We Help
Business Purchase & Sale Consulting
Evaluate opportunities, spot red flags, and structure deals for optimal tax outcomes.
Financial Due Diligence
Review tax filings, financials, KPIs, and accounting records to determine true business value.
Valuation Readiness & Deal Structuring
Normalize earnings and plan for tax-efficient transaction structures.
Tax Implications & Modeling
Understand short- and long-term tax effects before you commit.
Post-Transaction Support
Integration, compliance updates, entity restructuring, and accounting system setup.
We provide practical, objective guidance to help you protect your investment and maximize long-term success.
Advisory for Startups & Entrepreneurs
Build a Business You Love — On a Strong Financial Foundation
Starting or growing a business is exciting, but staying compliant and financially organized is critical. We help entrepreneurs establish the right systems, structure, and strategy from day one.
Our Startup Support Includes
- Entity selection (LLC, S-Corp, Sole Proprietor, etc.)
- Initial bookkeeping and QuickBooks Online setup
- Payroll system implementation
- State and federal compliance support
- Tax-efficient strategies for growth
- Ongoing bookkeeping, financial reporting & tax planning
We ensure you stay focused on your business while we handle the numbers.
Personal Tax Services
Accurate, Strategic, and Stress-Free Personal Tax Preparation
Personal taxes aren’t just numbers — they’re personal. With a proactive and detail-oriented approach, we help you avoid overpaying, stay compliant, and gain peace of mind.
Our Personal Tax Services Include
- Individual Income Tax (Form 1040)
- Estimated taxes (Form 1040-ES)
- Amended returns (Form 1040X)
- Gift tax returns (Form 709)
- Filing status analysis (joint vs. separate)
- High-net-worth tax planning (capital gains, partnerships, foreign income)
- Tax strategies to minimize your liability
We tailor every return to your unique financial situation.
Multi-State Filing Services
Expert Multi-State Tax Compliance for Individuals & Businesses
Whether you live, work, or invest across multiple states, we ensure full compliance and optimal tax outcomes.
We Assist With
- Determining filing requirements
- State-by-state tax projections
- Payroll modeling for accurate withholding
- Preparing all state returns
- Planning to reduce multi-state exposure
We tailor every return to your unique financial situation.
Business Tax Services
Proactive, Year-Round Tax Planning for Small & Mid-Size Businesses
Tax planning shouldn’t be a year-end scramble. We provide ongoing tax strategy, compliance, and financial analysis to help your business grow.
Business Tax Services Include
- Business tax returns (LLC, S-Corp, C-Corp, Sole Proprietor)
- Choosing the right entity structure
- S-Corp election analysis
- Maximizing industry-specific deductions
- Tax implications of selling a business or assets
- Year-round planning and projections
Financial Statement Preparation & Analysis
We help you understand:
- Sales and profit performance vs. prior periods
- Areas where costs can be reduced
- Expected tax liabilities based on trends
- How to utilize QuickBooks Online more efficiently
Payroll Tax Consulting
Clear Answers to Complex Payroll Tax Questions
We help business owners navigate payroll obligations and avoid costly mistakes.
Common Questions We Address
- What does it cost to add an employee?
- Will payroll be required in multiple states?
- How do I add fringe benefits?
- What are my employer's tax obligations?
Sales Tax Guidance
Stay Compliant With Constantly Changing Sales Tax Laws
Sales tax rules vary widely by state, and non-compliance can be expensive. We provide clear direction so you can stay compliant year-round.
We Help You Determine
- Proper sales tax rates
- Whether multi-state registration is required
- Which products/services are taxable
- Which software tools reduce errors
- Whether your purchases trigger use tax
Why Choose Bartlett CPA Services?
- 20+ years as a Certified Public Accountant
- Accurate, proactive, and personalized support
- Deep expertise in complex, multi-state, and international tax issues
- Clear communication and fast response times
- Strategic insight that supports growth and long-term success
Ready to Make Smarter Financial Decisions?
Let Bartlett CPA Services guide you with accurate tax preparation, clear advisory insight, and year-round support you can trust.