Tax Preparation, Tax Strategy, Tax Filing,
and Accounting Services
For Business Owners, Professionals, and All Individuals.
Now Accepting New Clients!
Accurate Tax Preparation
+ Legal Tax Strategies = Lower Taxes
WHAT WE OFFER
Tax Strategies to Lower Your Taxes
Certified Public Accountants
Business and Individual Returns
How We Help You
Our Services
Accounting & Bookkeeping
We offer accounting services to business owners and professionals. With thousands of hours of collective experience, we will help you navigate today’s complex tax landscape.
Tax Preparation & Filing
If you just want tax preparation and nothing more, that’s ok… give us a call. We will be careful, accurate, and we will provide a good price for great work!
Strategic Tax Planning
If you have filed and want to start learning and planning your own tax outcomes, that’s where we shine the brightest!
Better Planning = Better Outcomes
Why Choose Prism Tax and Accounting Services?
1. GAAP (Generally Accepted Accounting Principles) Accounting
When you apply for a loan, a bank underwriter can tell that your books are professionally prepared, which can improve your chances of your loan approval.
We can provide you with high level consulting and management of your company’s finances. In addition to offering independent oversight of your business financial reporting, we can assist in the understanding of cash flow, budgeting, tax implications, and developing strategies for your business as it relates to your financial operations.
3. Accounting Technology
Our technology platform gives all necessary parties selective access to your books at any time and provides for the secure and efficient exchange of your company’s financials.
4. Real Time Reporting
Who We Are
Welcome to Prism Tax and Accounting, your trusted partner in comprehensive tax solutions and accounting services. At Prism Tax and Accounting, we specialize in meticulous tax preparation and strategic tax planning to optimize your financial outcomes. Our dedicated team of experienced professionals combines technical expertise with a keen understanding of the ever-evolving tax landscape, ensuring that you navigate complex tax codes with ease and confidence. Whether you’re an individual seeking personalized tax assistance or a business aiming for tax efficiency, our team is committed to delivering tailored solutions that align with your unique financial goals.
Beyond tax services, Prism Tax and Accounting extends its expertise to encompass meticulous bookkeeping and accounting, providing a solid foundation for financial clarity and growth.
We recognize that exceptional customer service is at the heart of every successful client relationship. Our team is dedicated to providing you with prompt, reliable, and personalized assistance, ensuring that you feel confident and supported in every financial decision.
Choose Prism Tax and Accounting for a partner that goes beyond traditional accounting services, delivering a holistic approach that empowers you to thrive in a dynamic financial landscape.
How To Get Started
Juggling the competing demands of your career and family can be overwhelming and leave time for little else. In today’s complex and rapidly changing world, we can help.
Identify Your Goals & Gather Information
Meet with Dona to tell your Financial Story
Build Personal Financial Plan
Acting as a fiduciary, we analyze your budgets, investments, insurance, taxes, retirement, college education, and estate plan.
Strategy Session
We will present all of the options that we think will help you and your family achieve financial success.
Implement Your Plan
We don’t represent any product companies. We search the market for the very best investment options to suit your unique needs for a secure future.
Simplify The Path Towards a Secured Future
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
What Our Clients Say
Meet The Team
For a company to be world class it can only happen by hiring world-class people. We are an experienced, diverse team of professionals. The team is empowered to be the best version of themselves every day.
