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Services

Caldwell, Ott & Co., CPA's provides a wide range of services to individuals and businesses in a variety of industries. At Caldwell, Ott & Co., CPA's, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Management Services

At Caldwell, Ott & Co., CPA's, 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 altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

We prepare taxes for:

  • Individuals
  • Partnerships
  • Corporations
  • Limited Liability Companies
  • Estates
  • Trusts

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Caldwell, Ott & Co., CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, and tax planning.

These services include but are not limited to:

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

Payroll Services

Caldwell, Ott & Co., CPA'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.

Our services include:

  • Payroll Start Up
  • Checkwriting Services for Employees and/or Vendors
  • Prepation of Payroll Reports
  • Computation of Paychecks
  • Consulting Services

Information Request for Services Listed Above