holistic accounting for peace of mind

Jay Lode has been a CPA for over two decades.  In that time, he has seen the pitfalls of many typical CPA firms - they aren't proactive.  They don't take a comprehensive look at all the factors impacting a small business owner.  He wants to do things differently.  Enter in "Holistic Accounting." 

Jay takes a big picture approach to his small business clients, knowing that there are many factors affecting the health of your business outside of balance sheet.  Jay partners with his clients to understand their needs and serve them well.   If you want strategies to minimize your taxes – you’ve come to right place. If you are in trouble with the IRS – we can help you.

Here are a few more things what distinguishes us from other CPA Firms:

  • We offer customized pricing – no surprises. You decide whether you want to engage us.
  • You receive a value greater than the price. That only makes sense.
  • Ask Your Accountant service.  Got a question? We’re just a phone call, text or email away. We want to know…so we can help you while there is still time!
  • Speaking of phone calls – we respond to phone calls and emails asap.
  • Implementing effective tax strategies has saved our clients thousands of dollars.
  • We have successfully represented clients before the IRS and state tax agencies.

We offer the following services for individuals and businesses:

  • Tax planning and preparation
  • Tax estimates
  • Tax problem resolution – Competent and caring service to guide you through IRS and State tax issues – audits, letter responses, demand notices, etc.
  • Bookkeeping services for your small business
  • QuickBooks consulting – Both QuickBooks Desktop and Online versions

We are committed:

  • We are proactive and we look for tax savings opportunities to take advantage of.
  • We are excellent at what we do – so you can thrive doing what you do best.
  • We provide great service. We treat our clients with the care we’d want given to our parents.

See if we are a good fit for you and/or your business.