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.
Gary Liberty
5 months agoAligned CPA has been an absolute game changer for our business. Their communication is excellent, they stay up to date on the latest information, and they truly help us to understand our numbers-not just hand us reports. For the first time, we feel confident making decisions based on clear financial insight. They are great to work with and genuinely invested in our success. Highly recommend.
Noah Walker
7 months agoI’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!
Sam Ryan
a year agoVery 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!
Vanessa Jackson
2 years agoWe became clients of Aligned CPA in the fall of 2023 and we couldn't be happier. The culture of the company, the service they provide, and the furthering education classes they provide are top notch. Joy has helped us take what we considered to be a disaster and turn it around in just over 6 months. We feel Joy is a partner with us and not just someone we pay to do our books and taxes. Our success is the utmost concern for Align CPA. You should call them today. Don't delay!
Jon Jackson
2 years agoJoy 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.