Expertise
Tax & Accounting Solutions That Work for You
Taxes don’t have to be confusing.
Your numbers shouldn’t feel overwhelming.
We provide comprehensive tax and accounting services designed to support individuals, businesses, and nonprofit organizations with accuracy, compliance, and strategic insight, so you can make informed decisions with confidence.
This is about more than filing.
It’s about clarity, planning, and having the right team in your corner.
Expertise
Tax & Accounting, Simplified
Clear guidance. Smart strategy. Reliable support for individuals, businesses, and nonprofits.
Our Services
TAX PREPARATION & PLANNING
More Than Filing. It’s About Strategy.
Anyone can file a return.
Not everyone plans ahead.
We provide professional tax preparation and proactive tax planning for individuals and businesses, focused on accuracy, compliance, and minimizing tax liability, legally and strategically.
Because the right plan doesn’t just save money today.
It protects you tomorrow.
BOOKKEEPING
Clarity Starts With Clean Books
Messy books create stress.
Clear books create confidence.
Our bookkeeping services keep your finances organized, accurate, and tax-ready year-round. We handle the details so you always know where your business stands without guessing, scrambling, or falling behind.
This isn’t just data entry.
It’s the foundation of smarter decisions.
SALES TAX SERVICES
Sales Tax, Handled Properly
Sales tax rules change fast and mistakes get expensive.
We help businesses manage sales tax registration, filing, reporting, and compliance across one or multiple jurisdictions, so nothing slips through the cracks.
You focus on growth.
We handle the compliance.
TAX RESOLUTION & IRS SUPPORT
When the IRS Calls, You’re Not Alone
Notices, letters, audits; they don’t have to derail you.
We support clients through IRS correspondence, audits, and tax resolution matters by working directly with tax authorities on your behalf.
Clear answers.
Calm guidance.
Real solutions.
BUSINESS ACCOUNTING & ADVISORY
Your Numbers, Explained — Not Just Reported
Financial reports should tell a story, not create confusion.
We provide ongoing accounting and advisory services that help business owners understand their numbers, evaluate performance, and make informed decisions with confidence.
Because good decisions start with clarity.
PART-TIME CFO SERVICES
Big-Picture Insight Without the Full-Time Cost
As your business grows, the decisions get bigger.
Our part-time CFO services provide strategic financial oversight, from cash flow and budgeting to forecasting and growth planning without the commitment of a full-time executive.
Smart guidance.
Right when you need it.
NONPROFIT ACCOUNTING SERVICES
Supporting Organizations That Serve Others
Nonprofits have unique responsibilities and unique rules.
We provide specialized accounting and tax services for nonprofits, churches, and community organizations, helping ensure accurate reporting, compliance, and peace of mind.
So you can stay focused on your mission.
TAX PREPARATION & PLANNING
More Than Filing. It’s About Strategy.
Anyone can file a return.
Not everyone plans ahead.
We provide professional tax preparation and proactive tax planning for individuals and businesses, focused on accuracy, compliance, and minimizing tax liability, legally and strategically.
Because the right plan doesn’t just save money today.
It protects you tomorrow.
BOOKKEEPING
Clarity Starts With Clean Books
Messy books create stress.
Clear books create confidence.
Our bookkeeping services keep your finances organized, accurate, and tax-ready year-round. We handle the details so you always know where your business stands without guessing, scrambling, or falling behind.
This isn’t just data entry.
It’s the foundation of smarter decisions.
SALES TAX SERVICES
Sales Tax, Handled Properly
Sales tax rules change fast and mistakes get expensive.
We help businesses manage sales tax registration, filing, reporting, and compliance across one or multiple jurisdictions, so nothing slips through the cracks.
You focus on growth.
We handle the compliance.
TAX RESOLUTION & IRS SUPPORT
When the IRS Calls, You’re Not Alone
Notices, letters, audits; they don’t have to derail you.
We support clients through IRS correspondence, audits, and tax resolution matters by working directly with tax authorities on your behalf.
Clear answers.
Calm guidance.
Real solutions.
BUSINESS ACCOUNTING & ADVISORY
Your Numbers, Explained — Not Just Reported
Financial reports should tell a story, not create confusion.
We provide ongoing accounting and advisory services that help business owners understand their numbers, evaluate performance, and make informed decisions with confidence.
Because good decisions start with clarity.
PART-TIME CFO SERVICES
Big-Picture Insight Without the Full-Time Cost
As your business grows, the decisions get bigger.
Our part-time CFO services provide strategic financial oversight, from cash flow and budgeting to forecasting and growth planning without the commitment of a full-time executive.
Smart guidance.
Right when you need it.
NONPROFIT ACCOUNTING SERVICES
Supporting Organizations That Serve Others
Nonprofits have unique responsibilities and unique rules.
We provide specialized accounting and tax services for nonprofits, churches, and community organizations, helping ensure accurate reporting, compliance, and peace of mind.
So you can stay focused on your mission.
What Our Clients are Saying
We don’t believe in transactional relationships.
We believe in partnership, strategy, and showing up when it matters most.
That’s the difference our clients feel.
Client Feedback
Stephanie has been a breath of fresh air. I have multiple businesses that grow quickly. I wasn’t prepared for the accounting piece of it all. We shared our needs and she quickly put systems in place and helped keep everything in order. She’s my go to for all my tax and accounting needs. If you want to save money and time, she’s the one! Very knowledgeable and trust worthy. Love them over there
Yvonne Toro
I highly recommend Stephanie.
She is the most knowledgeable accountant I have used. She is the best. I have recommended At least a dozen other business owners to her and they all have the same reaction.
Stephanie truly has made me not need to worry about the accounting end of my business & personal finances and I am truly grateful for her!!
Look no further & call Steph now and get your consultation!
Peter Rinsland
Preferred Accounting & Tax Services LLC is outstanding! CPA Stephanie is hands-down the best — knowledgeable, professional, and incredibly easy to work with. She takes the time to explain everything clearly and makes the whole process smooth and stress-free. You can tell she genuinely cares about her clients and their financial well-being. I highly recommend her and the entire team for anyone needing trustworthy and top-notch accounting or tax services!
Renewed Solutions
Stephanie and the crew here are next level. They take care of me like family. My personal and business taxes are always on point. She knows her craft and has perfected it. Not only does she watch and monitor my finances she also keeps me inline when needed. If you are looking for someone that is gonna go the extra mile and do their homework then look no further. Stephanie is a blessing to have on my side working to make me better and more successful.
Matthew Mckenna
Contact Us
Let Us Solve Your Tax Problems.
Stressed about taxes, bookkeeping, or compliance?
You don’t have to figure it out alone.
Our team is here to support individuals and businesses with smart strategies, accurate reporting, and solutions designed for long-term financial success.
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
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