Specializing in Small and Emerging Businesses         

First Class Financial is dedicated to our clients’ financial success.  We are a CPA firm that provides tax and accounting services to small and emerging businesses and the individuals who devote their lives to these endeavors. 

We are committed to providing timely, personalized service to each and every client.  In particular, we take pride in being able to decipher and communicate the many complex rules that pertain to specific tax and financial interests so that our clients can make informed decisions.

Tax Services

We take a proactive approach to providing tax services. By keeping current on new tax laws and legislation, we are in an excellent position to identify key tax planning opportunities that minimize your current and future tax liabilities. Tax planning and tax return preparation form a winning combination for our successful individual and business clients. We are eager to develop tax strategies for you that take advantage of new tax laws and legislation.  Built upon many years of dealing with taxing authorities, we have achieved a level of excellence that ensures our clients are properly represented before federal and state tax agencies.

Accounting and Financial Services

We advise and help automate your accounting records and structure your internal operating systems so that you have logical and comparable financial information for planning and reporting. We recommend and develop accounting systems that will automate and maximize your business efficiency and security. 

Our goal is to recognize your individual business needs, then form a financial team to measure and enhance your success. Together, we work to ensure your understanding of tax and financial intricacies that pertain to your business.

As we work with you to prepare financial statements, annually or periodically throughout the year, we often discover tax planning advantages. Your financial statements can be used to measure results and plan for the future of your business.

Services include start-up, planning, and registration with taxing authorities and other jurisdictions. Planning your financial success with good budgeting and reporting tools gives you the insight needed to make informed personal and business planning decisions.

Our financial services meet individual and business needs in many situations including, but not limited to:

  • Prepare business or personal financial statements
  • Automate accounting records and train on various accounting systems
  • Set-up new accounting records or improve existing methods
  • Advise on business start-ups, mergers, and closings
  • Register start-up businesses with appropriate tax jurisdictions
  • Court accounting for estates and trusts
  • Pension accounting
  • Personal financial plans, including retirement

We look forward to working with you to meet today's many financial challenges and to help you chart your course to a successful financial future.