Business Details
We are a CPA firm led by Susannah W. Walsh, a Certified Public Accountant with a Master of Professional Accounting. We bring over 25 years of public accounting experience serving individuals, professionals, and small businesses. We specialize in tax planning, financial analysis, and compliance for complex family investment partnerships and the aviation industry. We stay current with hundreds of annual tax law changes to ensure every deduction opportunity is identified. We apply rigorous analytical techniques, including asset valuation, duediligence, and capitalstructure modeling, honed during our tenure as a senior financial analyst and auditor. We adhere to the CPA code of ethics and maintain continuing education requirements, guaranteeing the highest professional standards.
We provide personalized service rather than volumebased processing, reviewing each return personally before filing. We offer yearround availability to address life events, tax questions, and strategic planning needs. We employ a secure client portal that gives transparent access to all documents and calculations. We measure success by the tax savings and financial clarity we deliver to our clients and their families. We are committed to building trusted, longterm relationships that help clients maximize income and achieve their financial goals.
We provide personalized service rather than volumebased processing, reviewing each return personally before filing. We offer yearround availability to address life events, tax questions, and strategic planning needs. We employ a secure client portal that gives transparent access to all documents and calculations. We measure success by the tax savings and financial clarity we deliver to our clients and their families. We are committed to building trusted, longterm relationships that help clients maximize income and achieve their financial goals.
Highlights and features
- We have over 25 years of public accounting experience.
- Our CPA earned a Master in Accounting at UT Austin.
- We personally review every tax return; no temporary preparers.
- Our secure client portal provides full transparency of all work.
- We offer yearround availability for planning and urgent tax matters.
Services
Tax Planning
Our tax planning service evaluates your unique financial situation to uncover every eligible deduction and credit. We stay current with the hundreds of annual tax law changes, ensuring strategies are compliant and optimized. Clients benefit from reduced liability, increased cash flow, and a clear roadmap for future financial goals.
Tax Preparation
We prepare and file federal and state tax returns with meticulous attention to detail for individuals and businesses. Our CPA personally reviews each return, eliminating errors that could trigger audits or penalties. The result is accurate filings delivered on time, giving you peace of mind.
Accounting Services
Our accounting services cover bookkeeping, monthend close, and financial statement preparation for small enterprises. We implement reliable internal controls and provide insights that support informed business decisions. Clients receive timely reports and actionable recommendations that improve profitability and cash management.
Financial Analysis
We deliver comprehensive financial analysis, including asset valuation, capitalstructure modeling, and scenario planning. Our experience as a senior analyst for privateequity and corporate finance equips us to assess investment opportunities with precision. Businesses gain clear risk assessments and strategic guidance that drive growth and protect capital.
SEC Compliance
Our SEC compliance service ensures your filings meet stringent regulatory standards for hedge funds and complex partnerships. We conduct thorough reviews, draft required disclosures, and coordinate with auditors to maintain full conformity. Clients avoid costly penalties and sustain investor confidence through transparent, compliant reporting.
