Harper Tax CPA
CPA-Led Small Business Accounting and Tax Services
Harper Tax CPA provides remote monthly and quarterly accounting, business tax preparation, and owner-level tax planning for S corporations, contractors, consultants, and established small businesses nationwide.
One CPA-led relationship keeps your accounting records, business tax return, and owner tax planning coordinated throughout the year.
Our services are designed for owner-operated businesses that want accurate financial information, straightforward guidance, proactive tax support, and an ongoing relationship with a CPA.
Accounting packages start at $500 per month. Historical cleanup and catch-up bookkeeping are quoted separately.
Small Business Accounting Built Around Tax Planning
Bookkeeping should do more than categorize transactions shortly before a tax-return deadline.
Accurate accounting records should help you understand how your business is performing, prepare for upcoming tax payments, monitor cash flow, evaluate owner compensation and distributions, identify accounting problems before year-end, and make better financial decisions.
Harper Tax CPA combines accounting, business tax preparation, and owner-level tax planning into one coordinated service.
Because your accounting records and tax returns are handled together, we can identify potential issues before they become last-minute tax-season problems.
Depending on your service package, support may include:
• Monthly or quarterly bookkeeping
• Bank and credit-card reconciliations
• Profit-and-loss statements and balance sheets
• Business income tax return preparation
• Individual income tax return preparation
• Estimated-tax planning
• S corporation reasonable-compensation analysis
• Shareholder basis and distribution tracking
• Fixed-asset and loan reconciliation
• Cash-flow reporting
• Contractor job-cost reporting
• State and multistate tax support
Who We Work With
Our accounting services are best suited for established, owner-operated businesses seeking an ongoing relationship with a CPA.
S Corporations
S corporation owners must coordinate accounting, payroll, reasonable compensation, shareholder distributions, estimated taxes, shareholder basis, business tax returns, and individual tax returns.
We help S corporation owners maintain tax-ready accounting records and coordinate these requirements throughout the year.
Contractors and Trade Businesses
Contractors often need more detailed accounting than other small businesses.
Materials, subcontractors, equipment, customer deposits, job costs, sales taxes, and project timing can all affect the accuracy of the accounting records and tax return.
We work with contractors and trade businesses that want organized books, practical reporting, and coordinated accounting and tax support.
Consultants and Professional-Service Businesses
Consultants and professional-service businesses may have fewer transactions than contractors, but they still need to manage payroll, owner compensation, retirement contributions, estimated taxes, state filings, and business deductions.
We help owners keep their accounting records current and coordinate business activity with their personal tax planning.
Partnerships and Other Owner-Operated Businesses
We also assist partnerships, single-member LLCs, and other closely held businesses that need ongoing accounting, tax preparation, and planning support.
The appropriate service package depends on the business structure, number of owners, filing requirements, accounting condition, and level of year-round support needed.
Monthly and Quarterly Accounting Packages
Our accounting packages are designed around the size, complexity, and reporting needs of each business.
Pricing may be affected by:
• Monthly transaction volume
• Number of bank and credit-card accounts
• Number of loans and fixed assets
• Number of business entities
• Number of owners
• Number of states
• Payroll activity
• Sales-tax filing requirements
• Job-cost reporting requirements
• Condition of the existing accounting records
• Business and individual tax-return complexity
Historical cleanup, catch-up bookkeeping, and correction of prior-period accounting records are quoted separately.
Quarterly Essentials
Starting at $500 per month
Quarterly Essentials is designed for smaller owner-operated businesses with relatively simple accounting activity that do not require monthly reporting.
This is an annual accounting and tax engagement billed monthly.
Services may include:
• Quarterly bookkeeping and account reconciliations
• Quarterly profit-and-loss statements and balance sheets
• Estimated-tax guidance
• Email support for accounting and tax questions covered by the engagement
Quarterly Essentials may be appropriate for consultants, independent professionals, and smaller businesses with limited transaction volume and straightforward tax filings.
Monthly Tax-Ready Accounting
Starting at $850 per month
Monthly Tax-Ready Accounting is designed for straightforward S corporations, partnerships, and established small businesses that want their accounting and tax preparation handled together.
Services may include:
• Monthly bookkeeping and account reconciliations
• Monthly profit-and-loss statements and balance sheets
• One federal business income tax return
• One state business income tax return
• One straightforward owner individual income tax return
• One annual tax-planning meeting
• Basic shareholder basis and distribution tracking
• Payroll and reasonable-compensation coordination
• Estimated-tax guidance
• Year-round accounting and tax support
This is our primary package for owner-operated businesses that want current accounting records and coordinated business and personal tax preparation.
Additional owners, entities, states, or specialized tax filings may require additional fees.
Growth Accounting and Planning
Starting at $1,200 per month
Growth Accounting and Planning is designed for growing businesses that need more frequent planning, detailed account reconciliation, and customized financial reporting.
Services may include:
• Monthly bookkeeping and account reconciliations
• Monthly profit-and-loss statements and balance sheets
• Business and owner income tax return preparation
• Semiannual tax-planning meetings
• Cash-flow review
• Customized management reports
• Fixed-asset and loan reconciliation
• Estimated-tax planning
• S corporation compensation and distribution planning
• Retirement contribution planning coordination
• State and multistate tax support when included in the engagement
Sales-tax filings, business registrations, additional tax accounts, multiple states, additional entities, and increased filing frequencies are quoted based on the agreed scope.
Contractor and Advisory Accounting
Contractor and Advisory Accounting is designed for contractors, specialty trades, home-service businesses, remodelers, and builders that need more detailed accounting, reporting, and tax support.
Services may include:
• Contractor-oriented chart of accounts
• Monthly bookkeeping and account reconciliations
• Job-cost reporting
• Subcontractor and Form 1099 tracking
• Materials and equipment reporting
• Fixed-asset and financing reconciliation
• Customer-deposit accounting
• Sales-tax or gross-receipts-tax support
• Quarterly tax-planning meetings
• Cash-flow forecasting
• Customized management reporting
• Basic work-in-process and over-and-under-billing reporting when included in the agreed scope
• Business and owner tax return preparation
Contractors requiring detailed work-in-process schedules, percentage-of-completion accounting, surety reporting, multiple entities, extensive cleanup, or complex multistate filings will receive a customized quote.
Specialized S Corporation Accounting
S corporation owners must manage tax and accounting requirements that do not apply to ordinary sole proprietorships.
These requirements may include:
• Reasonable shareholder compensation
• Payroll coordination
• Shareholder distributions and basis
• Form 7203 reporting
• Shareholder health-insurance treatment
• Retirement-plan contributions
• Accountable plans
• Estimated-tax payments
• State pass-through entity taxes
• Multistate income-tax filings
Errors in one area can affect several others.
For example, payroll decisions may affect reasonable compensation, retirement-plan contributions, payroll tax filings, shareholder distributions, and the owner’s individual income tax return.
We help S corporation owners coordinate their accounting records, payroll information, business tax return, and individual tax return throughout the year.
Accounting for Contractors and Trade Businesses
Contractors may face accounting and tax issues involving job costs, materials, subcontractors, equipment, financing, customer deposits, sales tax, and long-term projects.
A basic bookkeeping system may show whether the business is profitable overall but fail to show whether individual jobs, service lines, or projects are profitable.
Depending on the needs of the business, we may assist with:
• Contractor-oriented charts of accounts
• Job-cost tracking
• Materials and subcontractor reporting
• Equipment and vehicle accounting
• Loan and fixed-asset reconciliation
• Customer-deposit accounting
• Work-in-process reporting
• Over-and-under billings
• Form 1099 compliance
• State sales-tax and gross-receipts-tax issues
• Business and owner tax planning
Our contractor accounting services are generally best suited for smaller contractors, home-service businesses, remodelers, specialty trades, and builders that want organized accounting without maintaining a large internal accounting department.
Remote Accounting Services Available Nationwide
Harper Tax CPA provides remote accounting and tax services to businesses throughout the United States, subject to the states involved and the complexity of the filing requirements.
Our remote service model allows clients to:
• Upload accounting and tax documents electronically
• Communicate with our office throughout the year
• Provide controlled access to accounting systems
• Review financial information remotely
• Sign tax returns electronically
• Access completed documents through a secure client portal
Remote service allows business owners to select a CPA based on expertise, service model, industry experience, and communication rather than geographic proximity.
We work with clients operating in multiple states and can evaluate potential state income-tax, sales-tax, payroll, business-registration, and multistate filing requirements when those issues apply.
Why Work With Harper Tax CPA?
CPA Oversight
Your accounting and tax work is overseen by Spencer Harper, CPA.
Harper Tax CPA focuses on S corporations, owner-operated businesses, contractor accounting, business taxation, state taxation, and multistate tax matters.
Learn More About Spencer Harper, CPA
Accounting and Tax Preparation in One Relationship
Coordinating accounting, business tax preparation, and owner tax planning reduces the risk that important information will be overlooked or passed between unrelated service providers.
Focus on Owner-Operated Businesses
Our services are designed for closely held businesses where the financial decisions of the business and its owners are directly connected.
Year-Round Tax Awareness
We maintain the accounting records with the business tax return and owner tax situation in mind.
This can help identify accounting problems, filing requirements, and planning opportunities before year-end or tax season.
Remote and Secure Service
We use a secure client portal, electronic document exchange, electronic signatures, and controlled accounting-system access to serve clients remotely.
Straightforward Communication
We explain accounting and tax matters in practical terms so business owners can understand their options and make informed decisions.
Frequently Asked Questions
Do you provide accounting services nationwide?
Yes.
Harper Tax CPA provides remote monthly and quarterly accounting, tax planning, and tax preparation services to businesses throughout the United States.
Availability depends on the states involved, the filing requirements, and the complexity of the business.
Do you provide bookkeeping-only services?
Our primary service combines accounting with tax preparation and tax planning.
We are generally a better fit for businesses that want an ongoing CPA relationship than businesses seeking only low-cost transaction categorization.
In some cases, we can work with an existing bookkeeper while providing tax preparation, planning, and higher-level accounting support.
Do you process payroll?
We generally do not process payroll directly.
We can coordinate with an outside payroll provider and help ensure that payroll information is properly recorded in the accounting system and considered in tax planning.
Is historical bookkeeping cleanup included?
No.
Historical cleanup, catch-up bookkeeping, and correction of prior-period accounting records are quoted separately.
The cost depends on the number of months involved, transaction volume, number of accounts, and condition of the existing records.
Can you work with my existing bookkeeper?
In some situations, yes.
We may be able to provide tax preparation, tax planning, account review, or higher-level accounting support while your existing bookkeeper handles routine transaction entry.
The appropriate arrangement depends on the quality of the existing records and the responsibilities assigned to each service provider.
Can you assist a business operating in multiple states?
Yes, depending on the number of states and the complexity of the filing requirements.
Multistate businesses may have income-tax, payroll, sales-tax, gross-receipts-tax, or business-registration obligations in more than one state.
Multistate registrations, filings, and research may require additional fees.
How much do accounting services cost?
Ongoing accounting packages start at $500 per month.
The final price depends on the complexity of the business, transaction volume, number of accounts, entities, owners, states, sales-tax filings, job-cost requirements, condition of the records, and tax-return needs.
After reviewing your accounting system and filing requirements, we will recommend an appropriate service package and provide a written scope and price.
Local and Industry-Specific Accounting Services
In addition to our national accounting services, Harper Tax CPA maintains specialized resources addressing the accounting and tax requirements of particular industries and geographic markets.
Schedule an Accounting Consultation
Harper Tax CPA works with S corporations, contractors, consultants, professional-service businesses, and other established owner-operated businesses nationwide.
During the initial consultation, we will discuss:
• Your current accounting system
• The type of business you operate
• Your business and personal tax-return needs
• The number of accounts and monthly transactions
• Payroll and owner compensation
• State and multistate filing requirements
• Sales-tax or gross-receipts-tax obligations
• Contractor job-cost or reporting needs
• Historical cleanup requirements
• The accounting package that best fits your business
Contact Harper Tax CPA to discuss your accounting, tax preparation, and year-round planning needs.
Links to City and State specific Accounting pages:
Phoenix area Accounting and bookkeeping services
Ready to make your Taxes more efficient?
📞 Schedule your free consultation today with Harper Tax CPA to learn how to save on taxes while staying fully compliant. Call: 509-596-0335
📧 Email — [email protected] (Click Here)
📝 Use the Internal Contact Form on our website to request a consultation. (Click Here)
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You can easily book a time that fits your schedule using our Calendly calendar (Click Here).
