Skip to content
777 Sourcing.

Capability

tax planning and preparation

Suppliers
6
States & provinces
6
Countries
1

6 tax planning and preparation suppliers across 6 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

Assured Financial Services provides strategic tax planning and preparation, fractional and virtual CFO services, GovCon advisory and accounting, and IRS tax resolution for government contractors, cross-border businesses, and established small to midsize companies. All work is performed in-house by a U.S.-based team, including staff with active federal security clearances, with no offshore outsourcing.

bookkeeping and accounting managementBudgeting and forecastingCAS disclosure statement preparationDCAA accounting system setup and complianceDCAA audit readinessDFARS compliance advisoryFAR Part 31 compliancefinancial statement preparationFractional CFO servicesincurred cost submission preparationindirect rate structure designIRS representation and negotiationplatform implementation (Deltek Costpoint, Unanet, QuickBooks Online)proposal pricing and cost volume supportVirtual CFO services

Campbell Business Solutions is an accounting and financial services firm founded in 2017 by Kennon Campbell. It has grown from a solo operation to a team of seven professionals serving small businesses, startups, and growing enterprises across industries including real estate, healthcare, e-commerce, professional services, and construction.

bookkeepingBudgeting and forecastingBusiness formation and complianceCash flow managementCFO and advisory servicesMonth-end close and reportingpayroll processing

CWDL is a certified public accounting firm specializing in industry-specific audit, accounting, tax, and consulting solutions for highly regulated industries, particularly mortgage banking and government & education. The firm provides independent financial statement audits, tax planning and preparation, and consulting services aimed at helping organizations see beyond the numbers and make confident decisions.

401k and benefit plan auditsAML, MERS, and California DBO agreed upon proceduresaudit and assuranceCompilations and reviewsconsultingFederal single auditsForecasting and monitoringFraud and forensic examinationsIndependent financial statement auditsInternal auditsKPI dashboard design and hostinglitigation supportoutsourced accounting

Draffin Tucker is a CPA firm that supplies a full range of professional accounting services to small businesses, large corporations, individuals, government entities, not-for-profit organizations, and healthcare providers. With offices in Albany and Atlanta, Georgia, and Charleston (Mt. Pleasant), South Carolina, the firm serves clients nationwide with financial reporting, assurance, advisory, and specialized healthcare services. It has supplied these services for over 75 years.

340B risk assessments and compliance reviewsagreed-upon proceduresauditsbookkeepingcompilationsEmployee Benefit Plan Auditsfinancial statement preparationHRSA audit preparationinterim staffingMedicare and Medicaid cost reportingpayroll processingreviewssingle audits

DWG CPA PLLC

SUGAR LAND, TX

DWG CPA PLLC is a Texas-based full-service accounting, tax, audit, and business consulting firm located in the greater Houston area (Sugar Land, Texas). Serving small businesses, nonprofits, and entrepreneurs since 2005, it offers virtual accounting, tax planning and preparation, bookkeeping, Virtual CFO services, business advisory, and internal controls, with industry experience in construction, healthcare, real estate, and nonprofits.

audit representationbookkeepingbudgetingbusiness advisorycash flow planningfinancial forecastingfinancial modelinginternal controlsKPI trackingscenario modelingVirtual CFO services

FININT, LTD., LLC

ARLINGTON, VA

FININT Ltd., LLC is a financial advisory and investigations firm founded by Joseph F. Wheeler, CPA, CFF, CGMA, CRFAC, a 35-year accounting veteran and former CIA financial intelligence and counterintelligence expert. The firm operates two integrated divisions: Tax, Accounting & Advisory, and Forensics & Investigations. Based in Arlington, VA, it operates a virtual office model and serves clients nationwide through a global cadre model of specialists.

AML/BSA/OFAC complianceasset tracingbusiness valuationCFIUS due diligenceChainalysis Reactor analysiscryptocurrency tracingcybersecurity complianceforensic accountingfraud investigationinternal controls designIRS representation

Related capabilities

Other processes offered by the shops that list tax planning and preparation.

Browse all capabilities