Tax Services & Accounting Services

At Caledonia Tax & Accounting, PLLC we understand the issues faced by small businesses. We are committed to providing you with accurate and timely financial statements that help you know where you've been, where you're headed, and how quickly you'll get there. By having the peace of mind that your accounting system accurately reflects the current position of your business, you can concentrate on running your business instead of trying to stay on top of your books.

Tax Services

 At Caledonia Tax & Accounting, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently enacted tax laws. We are knowledgeable and up to date on the tax laws and can help you make sense of any tax issues that come up.

Please print the New Client Information Form or the Tax Preparation Checklist by clicking on the link below.  New clients should include the completed form with their tax information.

Accounting Services

At Caledonia Tax & Accounting, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the many challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our accounting services will improve information quality or its context, meaning more success for your business. 

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annually)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Corporate tax planning and tax return preparation 

We can set up financial reports to help you streamline your business and save your valuable time. These reports are important tools that can help guide your business in making financial decisions, planning, and evaluating performance. 


Caledonia Tax & Accounting's financial statement services include compilations to meet your company's needs. (Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.)


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Caledonia Tax & Accounting can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Caledonia Tax & Accounting can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, we will always recommend the most advantageous entity type for the functions your business performs. 

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Caledonia Tax & Accounting can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Payroll Services

Caledonia Tax & Accounting's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.  We can do as much or as little of the payroll process as you require.  We prepare W-2's and 1099's for many of our clients.  We can also work with outside payroll processing companies to get your payroll information into your financial statements.


QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.