Business Details
30 Years
experience
Your Trusted Partner for Tax and Accounting Solutions
Cornerstone, CPA has been delivering expert accounting and tax services since 1996. Our firm combines the depth of experience gained at top-tier local and international firms with personalized attention tailored to each client's unique needs. We specialize in strategic tax planning and preparation, ensuring clients maximize savings while maintaining compliance with evolving regulations. Our team of Certified Public Accountants prioritizes direct client engagement, avoiding delegation to junior staff, and treats every client matter as if it were our own.With expertise in QuickBooks setup and training, we empower small to mid-sized businesses to streamline financial operations. Our commitment to continuous education ensures clients receive up-to-date guidance on tax laws and accounting best practices. We emphasize transparency, reliability, and long-term relationship-building, as evidenced by our decades-long client retention. Our services extend to multi-state filings, business entity selection, and financial reporting, all delivered with a focus on minimizing client stress during tax season.
Services
Tax Preparation
Tax Planning
QuickBooks Setup
QuickBooks Training
QuickBooks Tune-up
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of CPA experience in tax and accounting services
- Direct access to senior CPAs without junior staff delegation
- Specialized expertise in QuickBooks setup and business financial optimization
- Proven track record of accurate multi-state tax filings
- Transparent communication with no hidden fees or surprises
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
What people say
Personal service
Thorough professional
Knowledgeable staff
No worries tax time
Expert in field
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, corporations, partnerships, and LLCs. Our service includes multi-state filings, 1099 processing, and business entity optimization. Clients receive strategic guidance to ensure accurate reporting while maximizing deductions. We specialize in complex returns requiring meticulous attention to detail.
Tax Planning
Our proactive tax planning identifies year-round savings opportunities. We analyze business structures, income timing, and deductible expenses to minimize liabilities. Services include quarterly estimated tax calculations, entity reorganization analysis, and compliance strategies aligned with evolving regulations to prevent unexpected tax burdens.
QuickBooks Setup
We implement customized QuickBooks systems tailored to business needs. Services include chart of accounts creation, payroll integration, inventory tracking setup, and historical data migration. Our experts ensure proper configuration for accurate financial reporting and tax compliance from day one.
QuickBooks Training
Personalized QuickBooks instruction covers day-to-day operations and advanced features. We train staff on transaction entry, report generation, and tax-related functions. On-site sessions focus on business-specific workflows to maximize software efficiency and reduce accounting errors.
QuickBooks Tune-up
Our four-hour accounting system overhaul cleans up disorganized records. We reconcile general ledgers, correct transaction categorization, and customize reports for better financial insights. This service prepares businesses for tax season while improving ongoing financial management capabilities.
People
Wendy Hassiepen
CPA
Certified Public Accountant with 25+ years of experience serving individuals and businesses. Specializes in tax strategy, QuickBooks implementation, and financial compliance. Committed to personalized service and client education.
Questions
What tax services do you specialize in?
We handle individual and business tax returns including corporations, partnerships, and LLCs. Services cover multi-state filings, 1099 processing, tax planning, and compliance strategies for optimal savings.
How does tax planning benefit my business?
Proactive tax planning identifies deductions, optimizes entity structure, and schedules income/expenses to minimize liabilities. We help avoid surprises through quarterly estimated tax calculations and regulatory compliance monitoring.
What QuickBooks services do you offer?
We provide setup, training, tune-ups, and ongoing support. Services include system configuration, staff instruction, data cleanup, and integration with payroll and banking systems for efficient financial management.
Can you help with QuickBooks implementation?
Yes, we handle complete QuickBooks setup including chart of accounts creation, historical data migration, and workflow customization. We ensure proper configuration for accurate reporting and tax compliance.
Do you offer QuickBooks training onsite?
Yes, we provide on-site QuickBooks training tailored to your business processes. Sessions cover core operations, reporting, and tax-related functions to maximize software effectiveness for your team.
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