Tax Planning and Preparation
We offer strategic tax planning to help both businesses and individuals minimize their tax liability, as well as preparation and electronic filing of federal, state and local tax returns.
Accounting and Bookkeeping
Karl Graham, CPA provides our clients with comprehensive bookepping and accounting services including setting up financial systems, budgeting, cash flow management, preparation of financial statements, and much more.
New Business Advisory Services
Many people starting a new business have more questions than answers, so they turn to Karl Graham, CPA for assistance. We can help you choose the right entity under which to incorporate, establish a budget, develop cost and profit projections, and more.
QuickBooks Consulting Services
QuickBooks can be an enormous help in keeping your financial functions organized. As Certified QuickBooks ProAdvisors, we can get you started by setting up your system and training your staff, and keep things running smoothly by providing on-going support.
Unfiled returns, back taxes, and other IRS issues become less worrisome with Phoenix Management & Associates on your side. After assessing your situation and reviewing your options, we'll work directly with the IRS to find the best solution to your problems.
Estate and Financial Planning Services
We help individuals and families throughout the (location) area with wealth management, trust creation, estate planning, and wealth protection services.