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.

Service Categories

Features

Location

Google Reviews

5.0
61 reviews
  • Erin Andrews
    Erin Andrews
    6 months ago

    If you are looking for a CPA that actually cares about your business, appreciate high quality of work, or maybe you are looking for a new job with a fantastic culture, then you 100% need Aligned!!! They truly are an all around amazing company. I cannot recommend them enough!

  • NIck Carlucci
    NIck Carlucci
    3 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.

  • Jerrett Kandzer
    Jerrett Kandzer
    5 months ago

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

  • Jon Jackson
    Jon Jackson
    a year ago

    Joy and all of her team have been fantastic to work with. Modern systems to keep us updated, easy online processes to keep files moving and a wonderful office setting including the outdoor meeting area to relax a touch when working through the "fun" tax issues. Highly recommend the team at Aligned CPA.

  • Jackie Helton
    Jackie Helton
    a year ago

    We've been using Aligned many years now with our business and personal taxes. I love Joy, Michele, and the whole staff who are so friendly and relateable. Joy is passionate about helping small businesses maximize their potential; Aligned CPA is a small business and gets us (you). Thanks Joy and staff for all you do!

Claim listing

Take control of your listing!

Customize your listing details, reply to reviews, upload photos and more to show customers what makes your business special.
Your account will be created automatically based on data you provide below. If you already have an account, please login.

Select Plan

Fill the form

Request a consultation

    Preferred contact method

    Too Busy to Search?

    We’ll Match You Fast,
    Just 3 Easy Steps!

    Accountant ProMatch

    Give us five minutes, we'll get you five quotes!

    Private Message Dan Serres

    Accountants, Ready to Grow Your Practice? Become a member today! Learn More
    This is default text for notification bar