Our Services
Personal Services
Let us help you navigate the world of personal taxes and finance.
Personal Tax Preparation
Our personal tax preparation service simplifies your tax filing. With our expert team, you’ll maximize deductions and minimize stress. Let us help you navigate tax season with ease.
​
​
Personal Tax Planning
Our personal tax planning services maximize savings with tailored strategies. We ensure you benefit from deductions while helping you plan for the future.
​​
​
​
Personal Budgeting
Our personal budgeting and financial strategy services empower you to take control of your finances. We provide tailored solutions to help you achieve your financial goals, whether saving, paying off debt, or for retirement. Let us guide you on your path to financial success!
Have a small business, farm, or rentals? We've got your back!
Our team is ready to help guide you through the complexities of owning your own business. We look at your business and personal needs as a whole to paint a full picture of who our clients are. You know your business better than anyone else, so while you build your business, we can be there to advise, educate, and provide services each step of the way.
SEE OUR BUSINESS TAX SERVICES BELOW!
Business Services
You grow the business, we will help you run it!
Accounting & Business Advisory Services
fractional CFO Services
-
Financial Forecasting, Planning, & Analysis
-
Cash Flow Management
-
Policy Enforcement
-
Investor & Board Relations
-
Performance Management
-
Risk Management​
Acctg. Setup & Clean-up
-
Quickbooks Online & Desktop
-
Our Quickbooks certified team is here to help you setup or move over to QBO/QBD​
-
-
Accounting Software Setup & Maintenance​
-
We have extensive experience with most major accounting platforms and integrations​
-
-
Review & Clean-up Projects
-
We can help get your books reviewed & cleaned up and ready for investor presentation & tax preparation.
-
Controllership Services
-
Bank/Treasury Management
-
Internal Control Oversight
-
Accounting Process Improvement
-
Cost Accounting & Inventory
- Monthly Closing & Accruals
-
Financial Statement Preparation
-
Budgeting & Cost Analysis
Business Admin. & Compliance
-
Policy & Procedure Development
-
Corporate Governance & Structure Consulting
-
Operational Risk Management & Insurance Management
-
Annual Reporting
-
Shareholder Meeting Minutes
-
State Qualification Registrations & Maintenance
Bookkeeping Services
-
Transaction Processing
-
Bill & Invoice Entry & Recon
-
Bill Pay, Invoicing, & Collections*
-
Bank & Credit Card Reconcillation
-
Basic Financial Reporting
-
Liability & Equity Tracking
-
1099 Processing & Vendor Mgmt.
HR & Payroll Services
-
Payroll Processing
-
State Payroll Account Admin. & Setup
-
Employee Onboarding & Offboarding
-
Performance Review Assistance
-
​Recruiting Assistance
-
Benefits Administration
-
​HR Policy Adivsory & Administration
& More!
When it comes to business, we know our stuff! We can provide a tailored solution for every business and its needs. Just let us know how we can help!
​
*Requires minimum Controllership services for treasury management function.
**Hart CPA Group does not provide full HR legal services; rather, they may partner with or advise alongside HR and legal professionals
Business Taxes & Planning
Business Income Tax
We will handle the preparation and filing of federal, state, and local business tax returns. Our team stays updated on changing regulations to accurately capture all eligible deductions and credits while minimizing compliance risks. By streamlining the process, we help ensure your business taxes are filed correctly and on time.​​
Sales & Use Tax
We provide comprehensive support for businesses dealing with sales and use tax obligations, from nexus determination and registration to filing accurate returns and managing audits. By staying on top of rates and regulations in multiple jurisdictions, we help ensure compliance and reduce the likelihood of costly penalties.
Rental & Small Business
For small businesses and rental property owners, our specialized tax planning services help navigate the complex regulations and maximize eligible deductions. We work with you to structure transactions, track expenses, and identify tax-saving opportunities, ensuring you retain more of your revenue from business operations or rental properties.​
Business Tax Planning
Proactive tax planning helps optimize your business’s year-round strategy. We analyze your company’s financials and operations to identify opportunities for tax savings, such as selecting the right entity structure, leveraging credits, and maximizing deductions. Our goal is to minimize your tax liability and keep more capital working for your business.​​
Payroll Tax
Our payroll tax services handle the ongoing complexities of withholding and remitting payroll taxes at the federal, state, and local levels. We manage the filings and deadlines, allowing you to focus on running your business. By maintaining up-to-date records and filing on time, we help you stay compliant and avoid penalties or interest.
Rental & Small Business Setup & Advisory
Entity Structuring & S-Corp Elections
S-Corp Payroll & Salary Requirements
Pass-through Entity Tax
Equity Analysis​
Short-Term Rental Loophole
Real Estate Professional
Cost-segregation
Non-Profit / Trust & Estate
Tax Preparation
Our team provides comprehensive tax filing and compliance support for non-profit organizations, trusts, and estates. We handle essential forms such as Form 990 (for non-profits) and Forms 1041/706 (for trusts and estates), ensuring accurate reporting, protection of tax-exempt status, and adherence to all legal requirements.
Personal Property Tax
We assist businesses with personal property tax obligations on assets such as machinery, equipment, and furniture. Our service includes accurate asset tracking, filing required returns, and identifying applicable exemptions. We focus on maintaining compliance while minimizing the tax burden on your business assets.
​
Tax Resolution & Notice Assistance
Federal & State Tax Notice Reviews
Penalty Abatement
Offers in Compromise
Levies, Liens, Wage Garnishments
Payment Plans
Non-Collectible & Hardship Status
​& More
​