Our  Services

At Cavin CPAs and Advisors, we offer a comprehensive suite of services designed to meet the diverse needs of our clients through a membership model. From tax strategy and planning to fractional CFO services, our team is dedicated to helping businesses thrive financially. Explore the range of services included in our membership below:

Investment planning with a calculator and financial analysis on paper by Cavin CPA

Tax Strategy and Planning

Our tax strategy services provide clarity on what to do and when to do it, with a focus on maximizing tax savings and minimizing audit risks. We offer custom-built tax plans tailored to each business owner's unique situation, along with ongoing guidance to ensure continued optimization.

Memberships Include, but are not limited to:
  • Thorough assessment of entity structure and for overlooked deductions and credits.
  • Proactive management of tax liabilities and estimated tax payments to minimize surprises.
  • Dedicated support to answer all your questions, keep you informed on tax changes relevant to your business, and ensuring compliance with all tax regulations.

Fractional CFO Services

Gain viability and perspective of your finances with our fractional CFO services. We help businesses make safe and confident decisions by providing strategic financial guidance and support.

Memberships Include, but are not limited to:
  • Detailed preparation and analysis of financial statements to track business performance.
  • A collaborative approach to empower you with financial insights and actionable recommendations through monthly meetings.
  • Continuous monitoring to focus on long-term financial success and growth, ensuring you remain on track to achieve your goals.
Accounting professional calculating finances with calculator and computer at Cavin CPA
Accountant reviewing financial documents with calculator and laptop at Cavin CPA's office

Bookkeeping

Delegate your record-keeping to knowledgeable professionals with our bookkeeping services. Whether covering gaps in employment or ensuring accurate financial records, we've got you covered.

Tax Preparation

Let us handle your tax preparation needs, from personal and business tax returns to trusts and gift tax returns. Our experienced team ensures accuracy and compliance with tax laws.

Individual Tax Preparation for Non-Business Owners By referral only.

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Financial Statements

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Taxes

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Accounting

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“My previous Tax "Advisor" (if I could even call them that) had me set up for Failure with Penalties and Fees! Stacy stepped in and relieved so much stress and pressure to the elements of my business I am not confident in. Now I can focus on the activities that drive my business instead of worrying about Tax laws.”

Joshua Jones,

Owner of JWJ Real Estate

“Stacy is amazing to work with. Very knowledgeable and professional. She has helped me with my business since year one, and I couldn't be more grateful for all the expertise she has to offer.“

Eleisha Cortner

Owner of Little Husky

Ready to Get Started?

Schedule a discovery meeting today to take the first step towards financial empowerment. We're here to help you navigate your financial journey with confidence and clarity.

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