Accounting Made Accessible

Lower Your Tax Bill. Spend more time doing what you love.

Accounting firm (show on map)

5.0

★★★★★

14 reviews

A tax and accounting firm helping small businesses and individuals save on taxes and automate financial tasks year-round.

Call (805) 762-4675

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About

Accounting Made Accessible is a tax and accounting firm that helps small businesses and individuals save thousands on taxes annually using proven IRS strategies and a pain-free process. Unlike traditional firms that only do historic filing, they work with clients year-round to define financial priorities, identify key indicators, automate tax and accounting tasks, and create custom cash flow plans.

Their services include personal and business tax preparation, payroll, accounting automation, and strategic financial planning.

Year-round tax and financial planning instead of only historic filing

Proven IRS strategies to save $1,000s annually

Pain-free process that automates tasks you don't enjoy

Custom cash flow plans for every client

Neutralization of financial threats including IRS threats

Services

Personal Tax & Accounting

Year-round tax planning and accounting services for individuals, including withholding analysis, cash flow planning, and net worth analysis.

Withholding Analysis Cash Flow Planning Net Worth Analysis Personal Threat Checklist

Business Tax & Accounting

Comprehensive business tax preparation, accounting, and payroll services to lower tax bills and improve cash flow.

Maximum Business Tax Savings Cash Flow Improvement Automated Accounting & Payroll Threat Neutralization

New Business Startup

Everything needed to start a new business and become profitable faster, including entity formation and filings.

Business Concept Validation Customized Business Planning Entity Type Recommendations IRS Filings Automated Accounting Setup

Tax Strategy & Planning

Year-round tax planning using IRS strategies to minimize tax liability and maximize cash flow.

7 Tax Saving Strategies Deduction Maximization Tax Credit Utilization Income Deferral

Accounting Automation

Implementing automation software to streamline accounting, reduce errors, and save time on repetitive tasks.

Improved Accuracy Time Savings Automated Calculations Streamlined Workflows

Credentials & Certifications

CPA

Reviews

Rating

★★★★★

Reviews

"Charleen and her team are 10/10 in terms of communication and work quality."

Frequently Asked Questions

What makes you different than traditional tax firms? +

Traditional tax firms focus on historic work - they simply report to the IRS what has already happened. We also handle historic filing, but we focus on increasing your cash flow and decreasing your tax bill so you can stress less and enjoy running your business again.

How do I know which package is right for me? +

We'll make sure we align the right package with your goals. During your free Strategy call, we'll identify your unique needs and ensure you're enrolled in the right package at the right price.

When should I get started? +

Right away. The sooner you book a call, the sooner we can begin helping you save on taxes and spend more time on the things you love doing. Don't wait.

Do you work with clients in all industries? +

We specialize in working with recruiters, executive search consultants, and other service providers. We can also work with other business owners or professionals that want better results in their tax and financial lives.

What are the benefits of accounting automation software? +

Accounting automation software improves accuracy by reducing human error through consistent data entry, automated calculations, and validation checks. It also saves significant time by eliminating repetitive manual tasks and streamlining workflows.

What tax saving strategies do you recommend for business owners? +

We recommend seven key strategies: optimizing business structure, maximizing deductions, leveraging tax credits, deferring income and accelerating expenses, utilizing retirement plans, employing family members, and taking advantage of depreciation.

How does your year-round process work? +

We work with you year-round to define and adjust personal and business priorities, identify key financial indicators, help execute action steps to create more cash, and automate tax, accounting, and payroll work.

What does the Personal Bundle include? +

The Personal Bundle includes withholding analysis, cash flow planning, net worth analysis, and a personal threats checklist, starting at $99/month.