Business Details
16 Years
experience
Your Trusted CPA for Accounting & Tax Solutions
Steven Ziegler CPA has dedicated over two decades to mastering the complexities of accounting and tax management for small businesses and individuals. Our firm specializes in eliminating cashflow obstacles for MedSpa entrepreneurs and service-based businesses through precise, affordable accounting solutions. With expertise spanning bookkeeping, tax planning, and IRS dispute resolution, we provide actionable insights tailored to each client's unique needs.Our CPA-led team functions as an outsourced controller, offering year-round advisory services to enhance profitability and reduce tax liabilities. By leveraging cloud accounting technology, we deliver cost-effective, scalable solutions that empower business owners to focus on growth while maintaining financial clarity and compliance.
Services
Bookkeeping
Tax Preparation
Payroll Services
IRS Dispute Resolution
Tax Planning
Financial Reporting
Audit Representation
Retirement Planning
Details
- Year established: 2010
Highlights and features
- We offer 20+ years of CPA experience in private and public accounting.
- Our team provides year-round tax planning at no extra cost with monthly packages.
- We guarantee cost savings of at least 50% compared to in-house accounting departments.
- Our CPA-led services include actionable financial insights and KPI-driven performance tracking.
- We resolve IRS disputes, penalties, and back-tax issues with proven strategies.
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Knowledgeable CPA
Responsive, efficient, professional
Saved $10,000 annually
Thorough and personalized service
Resolved complex IRS issues
Services
Bookkeeping
Our bookkeeping service ensures accurate, weekly transaction recording and real-time financial reporting for service-based businesses. We reconcile accounts, clean general ledgers, and generate profit & loss statements to support data-driven decisions. Clients benefit from cloud-based access to up-to-date financial data without hiring in-house staff.
Tax Preparation
We prepare and file federal/state tax returns for individuals and businesses while identifying legal deductions to minimize liabilities. Our CPA-led process eliminates software errors and includes e-filing for faster refunds. Secure client portals enable seamless document exchange and year-round tax strategy planning.
IRS Dispute Resolution
Our team resolves back taxes, audit notices, and IRS liens through penalty abatement, installment agreements, and offers in compromise. With CPA expertise, we negotiate on clients' behalf to reduce tax debt burdens while ensuring compliance with federal regulations.
Payroll Services
We handle payroll processing, tax filings, and workers' compensation reporting for small businesses. Our integrated system provides direct deposit, employee portals, and real-time access to payroll records while preventing late-filing penalties through automated compliance.
Tax Planning
Year-round tax planning identifies savings opportunities in retirement accounts, health savings plans, and investment strategies. We optimize tax positions for individuals and businesses through personalized roadmaps that align with long-term financial goals.
People
Steven Ziegler
CPA
Steven Ziegler is a licensed CPA with 20+ years of experience in public accounting and corporate finance roles from staff accountant to CFO. He specializes in MedSpa and service-based business accounting, combining technical expertise with practical solutions to improve cash flow and profitability.
Questions
Do you work with businesses outside the MedSpa industry?
Yes, we serve all service-based businesses including marketing agencies, HVAC companies, plumbing services, and professional service providers.
Why outsource accounting instead of using in-house staff?
Outsourcing saves 40-50% compared to in-house teams while providing CPA-level expertise without hiring risks. We handle bookkeeping accuracy and compliance monitoring.
How does proactive accounting benefit my business?
Year-round bookkeeping identifies operational issues early, improves cash flow through timely financial reporting, and enables strategic decision-making based on accurate data.
Can you help with backlogged bookkeeping?
Yes, we perform catch-up bookkeeping projects to resolve backlogged financial records while implementing systems to maintain ongoing accuracy.
Are your services affordable for small businesses?
We offer fixed monthly pricing with no long-term contracts. Initial consultations are free to create customized solutions matching your budget.
What IRS issues can you resolve?
We handle audit representation, tax lien releases, installment agreements, penalty abatement, and offers in compromise to resolve business and individual tax debt issues.
