Business Details
48 Years
experience
Your Trusted Accounting Partner for Business Success
R.D. Hoag & Associates, LLC has served as a trusted accounting partner to businesses and nonprofit organizations since 1978. With offices in Carnegie, PA and Sarasota, FL, we provide personalized accounting and tax services tailored to the unique needs of each client. Our team of certified public accountants combines decades of experience with a commitment to clear communication and responsive service. We specialize in tax planning, CFO services, business audits, and QuickBooks support, adapting our expertise to meet the evolving needs of small businesses, manufacturers, and family-owned enterprises.Our family-oriented approach emphasizes long-term relationships and technical proficiency, ensuring clients receive both strategic guidance and operational support. Recognized for our dedication to client success, we maintain a strong focus on resolving tax problems, improving cash flow management, and delivering customized accounting solutions.
Services
Tax Preparation
Business Audits
QuickBooks Setup
Tax Planning
CFO Services
IRS Representation
Estate Planning
Business Valuation
Cash Flow Management
Succession Planning
Details
- Year established: 1978
Highlights and features
- We offer 40+ years of experience serving Pittsburgh and Sarasota businesses.
- Our personalized approach adapts services to each client's unique needs.
- We maintain responsive communication with regular progress updates.
- Our family-oriented approach caters to family-owned and multi-location businesses.
- We combine technical expertise with strategic financial guidance.
What people say
Top notch
Professional
Great to work with
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We handle complex tax situations while maximizing deductions and credits. Our CPAs stay current with changing tax laws to maintain compliance and optimize returns.
Business Audits
We conduct comprehensive business audits to verify financial accuracy and regulatory compliance. Our audit process includes internal control evaluation, transaction testing, and third-party verification to provide stakeholders with reliable financial reporting.
QuickBooks Setup
Our QuickBooks setup service configures your accounting system for optimal efficiency. We ensure proper chart of accounts structure, integrate bank feeds, and customize settings to match your business operations and reporting needs.
Tax Planning
We develop proactive tax planning strategies to minimize liabilities while maintaining compliance. Our approach includes year-round planning, entity structure analysis, and identification of industry-specific tax incentives for businesses and individuals.
CFO Services
Our outsourced CFO services provide strategic financial leadership for growing businesses. We offer cash flow analysis, financial forecasting, and business performance metrics to support informed decision-making and long-term growth planning.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, bookkeeping, cash flow management, and business formation services tailored to small business needs.
Do you handle IRS tax problems for individuals and businesses?
Yes, we specialize in resolving IRS audits, back taxes, wage garnishments, and payment plans for both individuals and businesses.
Are your accounting services available in Sarasota, FL?
Yes, we serve Sarasota businesses from our Fruitville Road office with the same expertise as our Pittsburgh location.
Do you offer QuickBooks setup and training?
Yes, we provide QuickBooks setup, training, and ongoing support to help businesses manage their accounting efficiently.
What sets your firm apart from other accounting services?
Our personalized approach, responsive communication, and 40+ years of experience serving family-owned businesses distinguish our services.
