Integrated CPA and business support

Services provided by ONealCPA

We provide tax, assurance, accounting, advisory, valuation, and operational support together in one coordinated service platform. Engage the capabilities you need now, then add depth as your organization grows or your decisions become more complex.

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Services designed to work together

Move from compliance to clarity—and from clarity to action.

Some financial questions require a focused engagement. Others cross tax, reporting, operations, and ownership decisions at the same time. ONealCPA organizes its services around the outcome you need, with specialists who can coordinate across disciplines when the facts call for a broader view.

Use the service directory below to understand where each capability fits. Every detail is included on this page, so you can compare services without opening multiple tabs.

Core services

Technical depth for high-stakes financing.

01

Tax Consulting & Compliance

Tax decisions rarely exist in isolation. ONealCPA provides year-round planning, return preparation, and transaction-focused guidance for businesses and individuals who need to understand both the immediate tax effect and the longer-term consequences of a decision.

How we help

  • Federal, state, and local tax compliance
  • Tax planning for privately held businesses
  • High-income and high-net-worth individual planning
  • Entity, investment, and transaction tax analysis
  • Merger and acquisition structuring considerations
  • Year-round guidance as rules and circumstances change

Useful when

You are preparing returns, entering a transaction, expanding into additional states, changing ownership, or trying to evaluate available tax positions before committing resources.

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02

Attestation Services

Credible financial reporting can support lending relationships, ownership decisions, contractual requirements, and internal accountability. ONealCPA performs assurance and reporting engagements for closely held organizations based on the level of service the intended users require.

Engagement options

  • Financial statement audits
  • Financial statement reviews
  • Financial statement compilations
  • Agreed-upon procedures engagements
  • Targeted testing for defined financial information
  • Reporting designed for lenders and other stakeholders

Choosing the right level

An audit provides the highest level of assurance. A review provides limited assurance, while a compilation assists management with presenting financial information without providing assurance.

03

Advisory Services

Advisory work begins with the decision in front of you. ONealCPA helps leadership teams clarify goals, test assumptions, understand tradeoffs, and translate financial information into practical next steps.

Decision support

  • Strategic business planning
  • Financial forecasting and modeling
  • Performance analysis and management reporting
  • Succession and exit planning
  • Tax advisory and optimization
  • Merger, acquisition, and transaction support

Our approach

Recommendations are tied to your objectives, operating realities, and available resources. The goal is not another report—it is a clearer decision.

04

Valuation Services

A defensible valuation combines disciplined analysis with informed professional judgment. ONealCPA prepares objective, well-documented work for transactions, planning, reporting, tax matters, and disputes where the value conclusion must be clearly explained.

Valuation capabilities

  • Formal business valuation engagements
  • Calculation engagements for defined purposes
  • Quality of earnings analysis
  • Merger and acquisition support
  • Estate and gift planning valuations
  • Litigation, financial reporting, tax, and exit-planning support

What clients receive

Clear communication, documented assumptions, and analysis tailored to the engagement’s purpose, intended users, and applicable professional requirements.

Business support

Better infrastructure behind your work.

05

Client Accounting Services

Accurate books and timely reporting create the foundation for tax planning, financing, accountability, and informed management. ONealCPA provides scalable accounting support for businesses, nonprofits, and individuals who need stronger financial processes without building every function internally.

Ongoing accounting support

  • Bookkeeping and account reconciliation
  • Month-end close support
  • Financial statement preparation and reporting
  • Accounts payable and receivable process support
  • Budgeting, forecasting, and financial analysis
  • Accounting workflow and technology improvements

Built around your team

Services can supplement internal staff, provide an outsourced accounting function, or create a more dependable reporting rhythm for leadership.

06

Management Service Organization

A management service organization can centralize selected administrative functions so owners and professionals can remain focused on client or patient service. ONealCPA helps organizations evaluate how an MSO relationship may fit, which responsibilities should be included, and how financial and operational expectations should be defined.

Functions an MSO may coordinate

  • Human resources, payroll, and benefits administration
  • Billing, collections, and financial management
  • Compliance, risk, and contract administration
  • Technology and IT coordination
  • Education and training programs
  • Office space and equipment administration

Plan the relationship carefully

Define the service scope, decision boundaries, pricing, performance expectations, and exit options before entering an arrangement. The right structure should save time while preserving appropriate owner control.

Interactive planning tool

What might my return preparation cost?

Build an initial planning estimate using the factors that commonly affect modern business return preparation. Estimates are based on general complexity factors and are provided for initial planning only. Actual fees depend on more factors, such as the return type, records provided, required schedules, filing jurisdictions, deadlines, and engagement scope.

01 Filing profile
02 Filing footprint
03 Additional complexity

Official federal resources

Need to research or make a federal tax payment?

Use official IRS resources for forms, filing information, account access, balances, estimated payments, and available payment methods.

Visit IRS Pay Your Taxes Here

Work with ONealCPA

Need guidance?

Book a consult and schedule time to discuss the tax, accounting, reporting, or advisory questions that need clearer next steps.

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