Podraza CPA has an extensive service line that allows us to structure a package that is a perfect fit for you or your business. The relationships we build with our clients transcend employment positions they hold, businesses they own, and, like our own firm, have often survived for multiple generations. As your situation changes we can adjust the services we offer you to help achieve your financial goals.
Many of our clients come to us looking for specific services, such as tax preparation, payroll or a business coaching, but are often pleasantly surprised that we are able to help them in many other ways. We encourage you to explore the information on this website, but keep in mind that this is only a sample of our skills and experience. Working in conjunction with our sister companies Podraza Financial Advisors and Podraza Insurance we are able to develop integrated solutions that touch on nearly every aspect of our client’s financial lives. We have been providing financial advice to individuals and closely-held businesses for over 30 years and we encourage you to draw on that wisdom before making any major financial decision.
We describe our services as being either tax, accounting or business advisory. In most cases, however, these services will overlap and compliment each other. For instance, even with a simple tax returns, we are often performing some bookkeeping functions. When we prepare financial statements, there is always some assessment of the company’s financial performance. You capture synergistic benefits by working with a firm that covers many areas of specialization. It also keeps our lives a lot more interesting.
Working in conjunction with our sister companies, Podraza Financial Advisors and Podraza Insurance, we are able to offer integrated personal financial management services to our clients that includes investment planning, insurance planning, portfolio management and retirement and estate planning. When combined with the accounting, tax and business advisory services offered through Podraza CPA we can deliver a holistic approach to wealth accumulation and management that is unmatched in the financial services industry.
We have been providing financial advice to individuals and closely-held businesses for over 30 years and we encourage you to draw on that wisdom before making any major financial decision.