Business Details
Your Trusted Accounting Partner in Marietta, GA
JoDee Bowen CPA has been dedicated to delivering comprehensive accounting and tax solutions since our founding. With a focus on personalized service, we cater to individuals, businesses, and specialized industries, offering expertise in tax preparation, financial planning, and advisory services. Our team prioritizes client success through meticulous attention to detail, proactive tax strategies, and a commitment to navigating complex financial landscapes. Licensed in Georgia, we combine local knowledge with professional rigor to address both everyday accounting needs and intricate tax challenges.Our reputation for responsiveness and reliability has been built through years of fostering trust and transparency with clients. From small business accounting to IRS representation, we provide tailored solutions designed to optimize financial outcomes. By staying abreast of evolving tax laws and leveraging technology like QuickBooks, we ensure our clients receive forward-thinking, efficient services. Testimonials highlight our ability to transform financial management into a seamless, stress-free experience, allowing clients to focus on their core priorities.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
Payroll Management
Business Advisory
QuickBooks Support
IRS Representation
Highlights and features
- We offer 20+ years of experience in accounting and tax services.
- Our team provides personalized financial strategies tailored to client needs.
- We specialize in IRS audit representation and tax relief solutions.
- QuickBooks ProAdvisor services ensure seamless accounting software integration.
- Comprehensive financial planning for individuals and businesses of all sizes.
What people say
Leading firms
Personal and professional attention
Professional and responsive
Quality service
Stress-free experience
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings for individuals and businesses. We maximize deductions while minimizing liabilities through expert analysis of evolving tax codes. Clients benefit from personalized guidance to navigate complex returns and avoid common pitfalls.
Financial Planning
We create customized financial plans addressing retirement, estate, and wealth management needs. Our strategies focus on risk mitigation, asset growth, and intergenerational wealth transfer, tailored to individual and family financial goals.
Business Advisory
Our advisory services help businesses optimize cash flow, implement internal controls, and plan for succession. We provide actionable insights on financing, valuation, and operational efficiency to support sustainable growth and profitability.
IRS Representation
We resolve IRS disputes, including audits, liens, and payment plans. Our team negotiates on behalf of clients to reduce penalties and establish manageable solutions for back taxes and compliance issues.
QuickBooks Support
As QuickBooks ProAdvisors, we offer setup, training, and system optimization. Our services ensure businesses leverage software features effectively for streamlined bookkeeping, reporting, and financial management.
People
JoDee Bowen
CPA
JoDee Bowen is a licensed CPA in Georgia with decades of experience in accounting, tax strategy, and financial planning for individuals and businesses.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax preparation, retirement planning, and estate planning services tailored to maximize deductions and ensure compliance.
Can you help businesses with QuickBooks setup?
Yes, our QuickBooks ProAdvisor team offers customized setup, training, and system optimization to streamline your accounting processes.
Do you assist with IRS audit representation?
We provide expert IRS audit defense, negotiating resolutions for liens, levies, and payment plans to reduce tax-related stress.
What financial planning services are available?
We offer retirement, estate, and wealth management planning with personalized strategies for long-term financial security.
Are your services available for small businesses?
Yes, we specialize in small business accounting, payroll, and advisory services to improve cash flow and operational efficiency.
