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.
Noah Walker
a month 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!
NIck Carlucci
5 months agoWe 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
a month agoAn 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!
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!
Jon Jackson
a year 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.