Grow Your Business from a Solid Financial Foundation
Expert Tax and Financial Strategies for Established Professionals
Tailored Solutions for Physicians, Lawyers, Consulting Professionals, and more
At CAEA Tax & Accounting, we know that your business demands more than basic accounting. Whether you’re a physician growing your practice, a lawyer navigating complex financial environments, or an investor managing multiple ventures, our team provides the expert guidance you need. We’re here to streamline your finances, optimize your tax strategy, and help you plan for the future—so you can stay focused on what matters most: growing your business.
Once-a-year tax prep isn’t enough.
Protect and grow your business with ongoing
tax and accounting guidance.
Ongoing Support for Lasting Success
At CAEA, we believe in the power of continuous collaboration. With regular monthly check-ins, we ensure you’re always prepared for financial challenges and ready to seize new opportunities. Unlike other firms that only show up at tax time, we’re your proactive partner year-round, guiding your business toward lasting success.
Services
Tax Preparation
Tax laws are complex and they change often. Instead of worrying about missing deductions or submitting the wrong information, let CAEA do the work. Our certified tax accountants will make sure your business taxes are accurate, verified, and filed correctly.
Accounting
Only an experienced accounting firm can spot potential problems and ensure reliable reporting. Our professional accountants don’t just review and audit your data—we’ll advise you on how to save on taxes, invest properly, and take smart steps to grow your business.
Bookkeeping
Stress-free tax prep starts with accurate reporting. Every item must be properly tracked, categorized, and reconciled to avoid any unwanted surprises. Our QuickBooks Certified ProAdvisors provide thorough, accurate, and reliable bookkeeping support to help maintain your business’ books.
Why CAEA is Different?
More Than Just Bookkeepers – We’re Your Strategy Partner
At CAEA, we go beyond the basics of bookkeeping. While other firms may hand you a stack of reports once a year, we provide ongoing, tailored guidance that helps you make informed decisions all year long.
Our depth of expertise in tax strategy and business consulting means that we’re not just crunching numbers – we’re actively working with you to grow your business, plan for the future, and avoid costly mistakes.
As an Enrolled Agent firm, we’re equipped to offer specialized, personalized service that many other firms simply can’t match.We take the time to understand your unique fiancial situation, offering insights that are customized to your specific needs and goals. With CAEA Tax, you’re not just getting your books in order – you’re getting a partner who is invested in your success.
Helping You Achieve Financial Clarity
Real Results for Real Businesses
At CAEA Tax, we understand the challenges you face in managing your business’s finances. Here’s a real-life example of how we’ve helped others just like you gain control of their numbers, avoid surprises, and set the stage for growth.
Problem: Struggling to Understand the Numbers
A busy physician found himself facing a recurring problem—a huge tax bill every year, with no clear understanding of why. Despite working hard and running a successful practice, his bank account never seemed to reflect the effort he was putting in. He wasn’t receiving any financial statements during the year, so he had no idea whether his practice was truly profitable or where his money was going. Each year, he was left in the dark, wondering why his accountant wasn’t providing more guidance.
Solution: Clarity and Strategy with CAEA Tax & Accounting
When this physician turned to CAEA Tax & Accounting, we immediately got to work. We automated his bookkeeping under our careful supervision and took a deep dive into his practice’s financials. What we found was eye-opening—many of his insurance claims were stuck in the billing system, meaning his practice wasn’t receiving all of its income. Additionally, the way he was managing his salary and tax withholdings was leading to those surprise tax bills at the end of the year.
We stepped in to fix the issues and set up a clear, ongoing tax planning process. Now, he knows exactly what’s happening with his finances throughout the year. We meet regularly to review his numbers, plan for taxes, and even strategize for his retirement.
Impact: A Thriving Practice and Confident Growth
The result? His practice is now thriving, and he’s reinvesting his earnings into a new business venture. This story is a perfect example of how CAEA Tax & Accounting can transform uncertainty into confidence. By providing continuous financial oversight and strategic planning, we helped this physician not only get his practice back on track but also position himself for future growth. At CAEA Tax, we’re not just about crunching numbers—we’re here to help you build a solid financial foundation for lasting success.
Problem: Struggling to Understand the Numbers
A busy physician found himself facing a recurring problem—a huge tax bill every year, with no clear understanding of why. Despite working hard and running a successful practice, his bank account never seemed to reflect the effort he was putting in. He wasn’t receiving any financial statements during the year, so he had no idea whether his practice was truly profitable or where his money was going. Each year, he was left in the dark, wondering why his accountant wasn’t providing more guidance.
Solution: Clarity and Strategy with CAEA Tax & Accounting
When this physician turned to CAEA Tax & Accounting, we immediately got to work. We automated his bookkeeping under our careful supervision and took a deep dive into his practice’s financials. What we found was eye-opening—many of his insurance claims were stuck in the billing system, meaning his practice wasn’t receiving all of its income. Additionally, the way he was managing his salary and tax withholdings was leading to those surprise tax bills at the end of the year.
We stepped in to fix the issues and set up a clear, ongoing tax planning process. Now, he knows exactly what’s happening with his finances throughout the year. We meet regularly to review his numbers, plan for taxes, and even strategize for his retirement.
Impact: A Thriving Practice and Confident Growth
The result? His practice is now thriving, and he’s reinvesting his earnings into a new business venture. This story is a perfect example of how CAEA Tax & Accounting can transform uncertainty into confidence. By providing continuous financial oversight and strategic planning, we helped this physician not only get his practice back on track but also position himself for future growth. At CAEA Tax, we’re not just about crunching numbers—we’re here to help you build a solid financial foundation for lasting success.
Success Stories: Guiding Service Professionals to Financial Success
Real Stories from Professionals Who Turned to CAEA Tax for Help
At CAEA Tax, we’re proud to have helped countless clients achieve their financial goals. From securing business loans to expanding practices, our strategic guidance has made a tangible difference in the lives of our clients. Explore some of our success stories to see how we can help you reach your financial objectives.
Transforming a New Physical Therapy Practice into a Multi-Location Success
Situation: A new physical therapy practice was struggling to manage its finances after the owner emptied his 401(k) to fund the startup.
Solution: We provided accurate financials each month, held regular strategy meetings, and guided the practice through the next steps.
Result: The practice expanded to three locations in just a few years, secured additional funding, and became profitable.
Helping a Real Estate Investor Secure Funding for His Dream Building
Situation: A real estate investor couldn’t secure a loan for a new building because the financials provided by his accountant didn’t make sense to the underwriter.
Solution: We cleaned up his books, separated personal and business expenses, and presented clear, accurate financials.
Result: He secured the loan, moved into his new building, and now has a clear financial picture in real-time.
Turning Financial Confusion into Confidence for a Family-Owned Gym
Situation: A family-run gym with additional weight loss services was confused about their financial health, with messy reports and no clear direction.
Solution: We cleaned up their books, connected their apps to automate financial tracking, and provided clear insights into their business performance.
Result: The family gained confidence in their financial management and successfully grew their business with a solid foundation.
Transforming a New Physical Therapy Practice into a Multi-Location Success
Situation: A new physical therapy practice was struggling to manage its finances after the owner emptied his 401(k) to fund the startup.
Solution: We provided accurate financials each month, held regular strategy meetings, and guided the practice through the next steps.
Result: The practice expanded to three locations in just a few years, secured additional funding, and became profitable.
Helping a Real Estate Investor Secure Funding for His Dream Building
Situation: A real estate investor couldn’t secure a loan for a new building because the financials provided by his accountant didn’t make sense to the underwriter.
Solution: We cleaned up his books, separated personal and business expenses, and presented clear, accurate financials.
Result: He secured the loan, moved into his new building, and now has a clear financial picture in real-time.
Turning Financial Confusion into Confidence for a Family-Owned Gym
Situation: A family-run gym with additional weight loss services was confused about their financial health, with messy reports and no clear direction.
Solution: We cleaned up their books, connected their apps to automate financial tracking, and provided clear insights into their business performance.
Result: The family gained confidence in their financial management and successfully grew their business with a solid foundation.
These success stories are just a few examples of how CAEA Tax helps service-sector professionals like you gain control of their finances, plan for growth, and achieve lasting success.
Professional Affiliations
