Services​

Tax Services​

Business & Individual Tax Preparation

Tax compliance for federal, states, & cities is a necessity for every business and individual. We currently provide tax preparation services for businesses and their owners.

Current tax preparation services include preparation of Individual, S Corporation, and Partnership tax returns. 

Some of the industries we serve include: 

  • Physicians and medical practices
  • Real estate developers 
  • Attorneys and legal practices
  • Financial advisors
  • Construction contractors
  • Restaurants and bars
  • Day care centers

Tax Consulting & Planning

Changes in tax laws allow for opportunities to legally reduce your tax burden.

We work with clients to help take advantage of legal planning strategies to reduce their tax burden. 

Tax planning services we commonly provide include:

  • Review of tax law changes
  • Business state and local nexus studies
  • Analysis of Federal and State tax credits
  • Property tax planning
  • Planning for retirement contributions
  • Review of pass-through entity stock basis
  • Assistance with cost segregation planning
Schedule a Free Consultation

Financial Statements

Compilations & Reviews

Many banks and regulatory agencies require businesses to have CPA compiled or reviewed financial statements.

We currently provide GAAP-basis and tax-basis compilations and reviews for small businesses.

Financial Statement Analysis

Frequently analyzing financial statement patterns provides owners with necessary insights into their business. We can analyze your financial statements to look for trends in Key Performance Indicators (KPIs) to help you improve business operations.

SCHEDULE A FREE CONSULTATION

Accounting Services

Bookkeeping

Accurate and timely books are essential for every business. Let us save you time and resources by handling your bookkeeping. We can keep your books up-to-date and help you manage your cash flow by providing accounts payable and accounts receivable management.

We currently provide the following bookkeeping services:

  • Monthly Reconciliations in QuickBooks Online or Xero
  • Accounts Payable management and bill pay through Bill.com 
  • Accounts Receivable management
  • Cash Flow forecasting
  • Annual budgeting

Monthly Reconciliations

For businesses that have in-house bookkeeping but require monthly account reconciliations.

SCHEDULE A FREE CONSULTATION
Testimonials

What Our Clients Say

"John is absolutely great. He is very knowledgeable and if he doesn't know something, he finds out for you. John is very honest, transparent, and fair on pricing. Would highly recommend his firm."
Major Roberston
Major RoberstonMajor Holdings
"As a long time friend of the Ackerman family, I could think of no one other than John to work with. His professionalism and attention detail is exactly what I look for in an advisor. He is a source that I use regularly and would recommend his services."
Kevin Raque
Kevin RaqueRaque Financial
"John and the Ackerman team has been fantastic in dealing with all areas of accounting and taxes. He has wonderful prompt service and a superior knowledge base that has been awesome. He makes the issue of dealing with accounting and taxes much more feasible and tolerable. "
Eric Carter, M.D.
Eric Carter, M.D.Advanced ENT & Allergy
“John is a professional. Also he is a people person which in my experience has been hard to find in a CPA. 5 out of 5 stars!”
Ethan Medley
Ethan MedleyMedley & Sons Security
"John Ackerman and his team take the time to understand your business – not just your books. Tax document preparation was superbly handled. We received excellent advice on tax planning and preparation on both our corporate and personal taxes. They were always approachable and timely in handling our company's individualized tax needs and questions. On a scale from one to ten, they get an eleven!"
Ellen WilliamsWilliams & Williams, Inc.
“The Ackerman team is the most thorough yet simple one I have worked with in my 40 years of filing returns for many legal entities. I highly recommend John and company!”
Carl Hafele, CFA, CPA
Carl Hafele, CFA, CPAHafele Investments
“Our company took a chance with a young millennial. If you don’t offer opportunity to a person that has made all the efforts to be successful, how will you ever discover potential? It was not luck on our part, it is John’s hard work that made our chance a good one.”
David Washbish
David WashbishLouisville Auto Spring & Brake Co
“John helps me through difficult tax decisions in my business and personal life. I’m lucky to have an accountant that I can trust to make the right call for my taxes.”
Paul Heintzman
Paul HeintzmanSaltwater Woody Rum
Get In Touch

Contact Us

We'd Love To Hear From You

Fill out the form and let’s talk about how we can support your business over coffee or a call.