Services Offered

Accounting

Specialties

Financial Planning
Personal Financial Planning | Elder Care Accounting Read more
Tax Preparation
Business Succession & Exit Planning
Accounting
Small Business Accounting Read more
Tax Planning
Payroll Services
Business valuation
Audit, Review & Compilation
Limited assurance engagements that sit between a compilation and an audit. | Compiled financial statements tha... Read more
Business Consulting & Advisory
Strategic Business Planning | Bank Financing Assistance: Prepares loan proposals with an executive summary, pr... Read more
Business Formation & Entity Structuring
New Business Formation Read more
CFO & Controller Services
Part-Time CFO Services: Provides budget preparation, profitability analysis, financial controls and liaison wi... Read more
Estate & Trust Tax
Estate Planning Read more
Financial Statements & Reporting
Cash Flow Management Read more
Forensic Accounting & Litigation Support
Investigates actual or anticipated financial disputes. Read more
IRS Representation & Tax Resolution
Innocent Spouse Relief | IRS Audit Representation | IRS Payment Plans | Non-Filed Tax Returns | Back Taxes Owe... Read more
QuickBooks & Accounting Software
QuickBooks Training | QuickBooks Setup | QuickBooks Answers | QuickBooks Tune-ups Read more

About Kelly McPheron

Kelly McPheron joined the firm in January 2023 and has over 30 years in accounting, focusing on collections, accounts payable and construction accounting.

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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