Welcome to The Winston CPA Group
Client Accounting & Advisory Services | Tax Prep & Planning | Financial Literacy
How We Operate
The Winston CPA Group provides clients with accounting, tax, and advisory services. Our goal is to alleviate the stress of your accounting & finance function while you focus on managing your business.
We work with clients of all sizes to clean up books, support your accounting function after M&A and/or staffing transitions, and your tax returns to ensure the most beneficial tax position for your business.
Client documents are stored in our secure cloud-based portal and we make ourselves available to answer questions and ensure your satisfaction with our services. We realize the importance of having your finances in order and we operate with the utmost integrity, attention to detail, and sense of urgency.
BUSINESS FORMATION & COMPLIANCE
Incorporation | LLC Filings | Annual Compliance | Registered Agent | Business Reinstatement
The first step to success in business is making sure your business is registered with the appropriate federal, state, and local authorities. Skipping the compliance part because you're not sure what to do can result in your business being fined and marked "noncompliant" fines and even dissolved by your state.
The Winston CPA Group makes it easy to obtain permits and keep your business compliant with state requirements.
We offer business formation, annual filings, and registered agent services in all 50 states. We'll also alert you of upcoming tax deadlines and monitor your annual filing due dates. Need an EIN or operating agreement? We do that too.
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CLIENT ACCOUNTING & ADVISORY SERVICES
Your company's "back office" for all things accounting, finance, and operations.
Monthly Bookkeeping | Financial Statement Analysis | Account Reconciliations | Bill Pay | Payroll
The Winston CPA Group provides clients with customized accounting support every step of the way. From Auditing to general tax services, I’m here to manage all of your needs with personalized care. I always advise clients to bring me any documents that require signing before signing them to make sure everything looks ok.
TAX PREP & PLANNING
File your business and personal tax returns. Discuss the tax implications of your business decisions.
We get it, taxes are intimidating, plus business owners are always looking for more deductions.
Our team will file your federal, state, and local income tax returns while keeping you informed throughout the process.
We will also alert you of tax law changes that impact you and share simple tax planning strategies that create the best possible tax position for your personal and business matters.
FINANCIAL LITERACY & LIFE SKILLS PORTAL
Credit | Budgeting | Money Lessons | Debt Management | Small Business Tips | Wealth Planning
This is our financial education portal offering courses on budgeting, credit, debt management, small business startup guides, home buying, and wealth management. These are on-demand courses led by credentialed instructors and include actionable steps for you to improve your financial situation. Access one course or invest in a membership to access all courses.
Career Coaching Session
Embrace Life’s Challenges
This service is a favorite among many of my clients, as it is often times one of the keys to a happier, healthier life. My job is to give you the tools and techniques to achieve a balanced and fulfilling lifestyle. After several sessions, you will become well-versed at handling issues whenever and wherever they arise. Call now to schedule a session.