Aligned CPA, LLC: Small Business Accounting

Aligned CPA, LLC, located in Lake City, FL, is a small business accountant that offers proactive accounting solutions for business owners. They provide advisory, tax planning, accounting, and payroll services. Their aim is to guide businesses to financial success with care and integrity.

Aligned CPA understands the aspirations of business owners to excel with a well-defined plan. They recognize that achieving this requires confidence in one’s finances. The firm helps businesses gain clarity on their accounting and financial position, ensures they are not overpaying in taxes, and supports their business growth decisions. They offer strategic monthly accounting, proactive tax planning, and complete business advisory services.

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4.9
61 reviews
  • Noah Walker
    Noah Walker
    2 weeks ago

    I’ve used aligned CPA for personal return and our business for a while now! They always provide prompt and sound advice/action that helps move the bottom line!

  • NIck Carlucci
    NIck Carlucci
    4 months ago

    We have used aligned CPA for years, and we are extremely happy with the results. Ashton, Owen and the other team members are always helpful, courteous and professional.

  • Sherry Browning-Judd

    An appointment was scheduled a few weeks ago and the day before my meeting I received an email referencing my business income and stating that based on that they were not a good fit since their packages started at $500 a month. Assuming I was too poor to afford their services without bothering to follow through on the appointment to gain any real information or insight about my business or finances. Such a disappointment!

  • Jerrett Kandzer
    Jerrett Kandzer
    6 months ago

    Recently used the Rook at Aligned CPA for a business meeting with great success. Excellent atmosphere! Very professional and clean. No complaints!

  • Sam Ryan
    Sam Ryan
    a year ago

    Very competent and professional tax advice and solutions. Plus, my wife and I appreciate the personal aspect of doing business with professionals who knows us, personally, and care about our overall well being! Joy, Owen, Jordan and Michelle have been great!

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