CPA Owned & Operated

Cedar Elm Financial Services

Bookkeeping + Tax

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HI THERE. WELCOME TO CEDAR ELM FINANCIAL SERVICES

If you’re looking for expert bookkeeping and tax services, Cedar Elm is ready to earn your business.

At Cedar Elm, we’re hyper-focused on helping our clients achieve their financial goals through valuable financial reporting and expert tax advice.

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Tailored financial strategies for the present and future.

Monthly Bookkeeping

Monthly bookkeeping services for small to medium sized businesses. Whether you operate an established business or need help starting up, Cedar Elm has the experience to maintain or set up your financial activities for accurate and valuable reporting.

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Individual Taxes

We go beyond simply filling out forms. We work with you to understand your unique financial situation, identify applicable credits and deductions, and provide personalized advice to help you achieve your financial goals. From simple W-2 filings to complex investment portfolios, we ensure your individual tax return is prepared accurately and efficiently.

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Accounting Clean Up

Whether your books are months behind, full of errors, or simply disorganized, we’ll get everything back on track. This service is ideal for businesses preparing for tax season, audits, or financial growth.

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Business Taxes

Our business tax preparation services are tailored to the specific needs of your company, regardless of its size or structure (sole proprietorship, partnership, S-corp, C-corp, etc.). We help you stay compliant with all federal, state, and local tax regulations, identify opportunities for tax savings, and develop long-term tax planning strategies that support your business growth and profitability.

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