Align CPAs

A Business Owner’s Resource for Financial Guidance
We have one goal—align business owners with their ambitions. We give businesses the financial tools they need to meet their goals and achieve long-term success. Our CPAs support businesses in a variety of ways, whether it’s through regular bookkeeping tasks, audit and tax services, or in-depth conversations about the future.

We’re a young company with a lifetime’s worth of experience. Founded in 2021, Align CPAs is backed by financial experts who’ve spent many years in the public accounting field. Our CPAs are well-versed in auditing, accounting, consulting and tax assistance. If you’re in need of financial guidance, you’ve come to the right place.

Click below to read more about our story.

LEARN MORE

WHY CHOOSE US?

We’re more than a CPA firm. We’re a team of dedicated individuals who are passionate about helping organizations thrive. That passion is what makes us so good at our job. Every CPA on our team has honed their skills and become a reliable, trustworthy expert.

These are the qualities we instill every day at Align CPAs:

Good listening: Our staff listens very closely to their clients. Through one-on-one conversations with stakeholders, we get an overview of an organization’s financial strengths and areas for improvement. We use this information to create a fully customized strategy that addresses their immediate needs.

Trustworthiness: We believe trust is the foundation of every strong relationship. For that reason, trust is one of our top priorities. We work very hard to earn our client’s trust, and we use it to form positive, long-lasting relationships. Our only motive is to watch your organization succeed.

Accuracy: We understand that accuracy is extremely crucial in public accounting. Business owners depend on us for timely, accurate accounting, audits, and tax returns. Our CPAs double-check their work to ensure all the numbers are spot on. Through our commitment to accuracy, we help stakeholders by providing reliable information to make their most crucial decisions.

Responsiveness: We won’t leave you hanging. We’re here to provide ongoing support whenever you need it. We know how frustrating it can be when a CPA takes forever to respond. If you ever have a question, our CPAs will get back to you within 24 hours.

We Value Strong Relationships
To us, relationships are everything. Our firm thrives by establishing strong relationships that last a business owner’s whole career. We’re especially interested in partnering with closely held businesses that are owned by a small handful of shareholders. We believe working with a small, close-knit group of individuals leads to a more personable experience.

Relationships are how we got started in the first place. We have had the good fortune of working with many clients for several years, even decades. This speaks volumes about the positive experiences we create for business owners. Our stellar reputation will help us forge even more relationships going into the future.

OUR SERVICES

Assurance &Auditing
Has your bank requested an audit? Or maybe the stakeholders need some assurance that numbers are right and procedures are being followed? No need to stress—we’ll take care of it for you! Our CPAs specialize in conducting financial statement audits, reviews, agreed-upon procedures, and internal audits. Their efforts will give you the peace-of-mind every stakeholder is looking for.

LEARN MORE

Business & Nonprofit Taxes
Filing returns is a major hassle for anybody. But for business owners, the process can get pretty complicated. When tax season arrives, you can trust our CPAs to file your business or not-for-profit tax return and you’ll have one less burden to deal with. We will also take the time to go over the results with you to make sure you understand the finished product. And we’ll will take special care to speak in terms you will understand.

LEARN MORE

Accounting
As the owner, your main role is growing the business—not keeping the books tidy. Our accountants are specially trained to track, categorize, and report all the transactions that occur in the course of business. For many businesses, we do all this and more using QuickBooks, one of the most trusted platforms for streamlining your company’s finances. Hand the books over to us so you can focus on the big picture.

LEARN MORE

Consultations
Every business could use a bit of guidance. Even if your business is doing just fine, our CPAs can push you to think big and take your business to new heights. During our consultations, we help business owners define their goals and create actionable steps to achieve them. We can also help you set (and stick to) a reasonable budget. And if you’re new to QuickBooks, a CPA can walk you through the steps of creating and maintaining your accounts.

LEARN MORE