What We Do

We handle a wide range of tax and accounting needs…take a look.

TAXES

We can help you take steps to save tax dollars with planning and keep you in compliance with governmental regulations and filings.

Put our extensive knowledge of taxes to work and we may save you money.

We can help you take steps to save tax dollars with planning and keep you in compliance with governmental regulations and filings.

Put our extensive knowledge of taxes to work and we may save you money.

ESTATE & GIFT

We provide consultation in collaboration with attorneys and other trusted professionals on estate and gift planning strategies to tax and efficiently transfer assets from one generation to the next.

We provide consultation in collaboration with attorneys and other trusted professionals on estate and gift planning strategies to tax and efficiently transfer assets from one generation to the next.

ACCOUNTING

When your business needs include financial statements we provide preparation, compilation and review services.

We will work with you to determine which level of service is best for your business.

When your business needs include financial statements we provide preparation, compilation and review services.

We will work with you to determine which level of service is best for your business.

BOOKKEEPING

Full Charge Bookkeeping Services including reconciling your bank accounts, preparing balance sheets and income statements, adjusting your general ledger, and business consultations.

Full Charge Bookkeeping Services including reconciling your bank accounts, preparing balance sheets and income statements, adjusting your general ledger, and business consultations.

How It Works

We’re committed to protecting you from an audit and creating tax savings.

1
woman calling cpa to get help with taxes

Step 1: Get In Touch

Schedule a consultation by phone or calendly. We want to learn what is important to you and your new CPA.

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Step 2: Consultation

Send us your prior year tax returns in order to make the meeting the most efficient use of time. Bring a list of questions you want answered.

accounting consultation with felde cpa
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completed financials

Step 3: Plan of Action

We will establish mutual expectations to manage your accounting and tax matters and set a timeline for deliverables.

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Step 4: Proactive Planning

Let’s talk before the year is done, in December, so we can make recommendations on payroll and year end planning.

1
woman calling cpa to get help with taxes

Step 1: Get In Touch

Schedule a consultation by phone or calendly. We want to learn what is important to you and your new CPA.

2
accounting consultation with felde cpa

Step 2: Consultation

Send us your prior year tax returns in order to make the meeting the most efficient use of time. Bring a list of questions you want answered.

3
completed financials

Step 3: Plan of Action

We will establish mutual expectations to manage your accounting and tax matters and set a timeline for deliverables.

4

Step 4: Proactive Planning

Let’s talk before the year is done, in December, so we can make recommendations on payroll and year end planning.

1
woman calling cpa to get help with taxes

Step 1: Get In Touch

Schedule a consultation by phone or calendly. We want to learn what is important to you and your new CPA.

2
accounting consultation with felde cpa

Step 2: Consultation

Send us your prior year tax returns in order to make the meeting the most efficient use of time. Bring a list of questions you want answered.

3
completed financials

Step 3: Plan of Action

We will establish mutual expectations to manage your accounting and tax matters and set a timeline for deliverables.

4

Step 4: Proactive Planning

Let’s talk before the year is done, in December, so we can make recommendations on payroll and year end planning.

Who Uses Our Services?

Small Businesses

We will offer recommendations about your business to help you improve your financial performance.

Families

We will provide reliable guidance to create estate and gift plans to reach your financial success.

Individuals

We will help you make tax decisions that reduce your tax liability and protect your money.

A Balanced Approach to Success

Felde CPA Group, LLC is a tax and accounting firm guided by experience and rooted in integrity. We offer you over 30 years of experience. We have the expertise to provide tax and accounting solutions to help you achieve your financial goals.

We are committed to providing you exceptional personalized tax and accounting service with a caring and customized approach. We know that tax and business situations are diverse and that we should adapt solutions to your particular circumstances. Let us be the guide on your journey to economic success.

Schedule an Appointment Now or Call Us for Additional Availability

Schedule an Appointment