Simplifying the Complexities of Accounting

Tax, Accounting & CFO Services by Acumen

Since 2009, Acumen Accounting & Tax Services has partnered with businesses across industries to provide tax returns, tax planning, accounting, and payroll services.

Expect comprehensive, well-thought-out solutions to your tax and accounting challenges.

Since 2009
3500+ Business Tax Clients Served
95% of New Clients
Come Through Referrals

Your Trusted
Business CPA

Our mission is to empower every client with precise accounting, diligent bookkeeping, and strategic tax insight. Delivering the clarity and confidence required to unlock sustained business growth.

Year-Round Communication

Responsive and Accessible Team

Solutions Built Around Your Goals

Schedule A Tax-Savings Review Now

Qualified business owners may submit their most recent return for an independent, cost-free evaluation.

Our team will pinpoint practical steps to reduce liability
and improve cash flow.

Our Services

Tax Returns

We prepare precise federal and state returns and hunt for every legitimate deduction and credit. You pay only what you owe and avoid costly mistakes.

Tax Planning

We design practical strategies: entity choice, pay mix, timing, credits, and retirement plans to legally cut taxes and smooth cash flow.

Fractional CFO & Advisory

We deliver cash forecasts, budgets, pricing and margin reviews, and lender-ready reporting so you scale with control.

Bookkeeping

We keep accounts reconciled, categorized, and current. You always know cash, profit, and taxes before they become a problem.

New Business Setup & Compliance

We guide you from idea to operating business—advising on tax implications of entity choice, handling registrations, accounting, payroll, and filings—so you avoid expensive fixes later.

Payroll

We set up, run, and reconcile payroll, deposits, filings, and year-end forms so people are paid correctly, and compliance is tight.

Schedule A Tax-Savings Review Now

Are you 100% confident you're not overpaying in taxes? A fresh, strategic review can uncover additional savings.

Customer Testimonials

In their own words!

We Help Businesses Like Yours

Some of the Industries We Serve
Automotive Service Providers

Comprehensive accounting for auto repair shops and car washes with equipment depreciation guidance and industry-specific financial reporting.

Real Estate Professionals

Complete accounting services for real estate brokers, including commission tracking, transaction management, and tax optimization strategies.

Personal Care & Beauty Services

Business accounting for hair salons and barbershops, including cash flow management and industry-appropriate tax planning strategies.

Attorneys & Legal Professionals

Full-service accounting for attorneys and law firms, handling business operations, compliance, and professional tax planning needs.

Mental Health Professionals

Standard business accounting services for mental health professionals, helping manage practice finances, compliance, and professional tax obligations.

Non-profit Organizations

Tailored accounting services for nonprofit organizations, supporting fund management, donor reporting, and regulatory compliance.

Here’s What
To Expect

Forward-Looking Tax Strategy

Quarterly projections and entity-level strategies to reduce tax exposure before liabilities materialize.

White Glove Client Care

A single senior point of contact, 48-hour response time, and fixed fees delivered professionalism.

Streamlined Finance Infrastructure

We'll establish the right chart of accounts, implement sound protocols, and provide cash flow leadership that unleashes your potential.

Professional Support Without Employment Overhead

Seasoned accounting and tax specialists join your operations on demand, delivering tax insight and smooth accounting without adding salaries, benefits, or administrative hassles.

Data-Driven Decision Support

CFO-level insight transforms raw data into board-ready dashboards, key performance indicator scorecards, and scenario models that drive decisive action.

Meticulous Year End Accounting & Tax Returns

Year-end procedures and tax returns are completed on schedule, backed by continuous oversight that prevents last-minute scrambles and upholds accuracy.

FAQs

Find answers to your most pressing questions about our services and how we can help.

What services does Acumen provide?

We offer comprehensive accounting and advisory services including tax return preparation, tax planning, bookkeeping, payroll processing, and outsourced CFO/advisory services. We also provide support with entity setup, compliance, and ongoing financial management.

How do I get started?

Simply contact us to schedule a consultation. We’ll walk you through the process, review your current situation, and outline next steps to begin working together.

How do you bill for your services?

Upfront pricing is offered with flexible options: hourly billing, fixed-fee arrangements, or ongoing monthly packages depending on the engagement. Invoices are delivered electronically, and payments may be made via ACH or credit card.

What should I expect as a new client?

Every engagement begins with an intake consultation to understand your business, goals, and challenges. After the consultation, a customized plan is created, which may include filing tax returns, streamlining bookkeeping, or developing a long-term tax strategy.

How do you handle communication?

Clear and proactive communication is a core part of how we work. You’ll always have a primary contact on our team, with additional support available when needed. We stay connected through email, phone, video calls, and secure portal messaging.

Still have questions?

Important Tax Updates

News You Can Use

Check our news page for all the latest updates from Acumen Accounting & Tax Services.