Develop comprehensive tax &
financial planning strategies.
Implement sound financial planning for stability and expansion.
Navigate the complexities of small business growth.
Optimize tax relief opportunities for lasting financial success.
Hello, my name is Sterling Atkinson, and I am a dedicated small-town CPA committed to the success of our local business community. At 27 years old, I bring fresh, modern solutions to meet the growing demand for high-quality accounting services.
Trust is the foundation of my practice, and your financial well-being is my top priority. More than just number crunching, my approach is strategic, personalized, and designed to foster long-term growth.
More than just number crunching, my approach is strategic, personalized, and designed to foster long-term growth. My goal is to provide clarity and peace of mind, allowing you to focus on what you do best—running your business.
Looking for clear, reliable answers to your tax, bookkeeping, and financial planning questions? I am here to help!
At our firm, we believe that financial clarity starts with having the right information. Whether you’re a small business owner, an individual taxpayer, or someone seeking long-term financial advice, it’s natural to have questions. We’re here to provide clear, straightforward answers to help you make confident decisions about your taxes, bookkeeping, and financial planning.
General Questions
We provide tax, accounting, and advisory services to individuals and small to mid-sized businesses across various industries, including:
Professional Services: Legal, medical, and dental practices
Construction & Real Estate: Contractors, developers, and property managers
Retail & Restaurants: Brick-and-mortar stores, e-commerce, and food service
Transportation & Logistics: Trucking, freight, and logistics businesses
Non-Profits: Charities, foundations, and other tax-exempt organizations
Accounting Services Questions
Yes! We help businesses select and implement accounting systems that best fit their needs such as:
QuickBooks Online
QuickBooks Desktop
Or other platforms & integrations
Yes! We provide QuickBooks training and support to help you manage your accounting and bookkeeping with confidence and efficiency.
If you are spending too much time on accounting versus growing your business, outsourcing may be the best solution. We offer flexible accounting services, from full-service bookkeeping to occasional advisory support.
Yes! We specialize in:
Cleaning up & organizing Quickbooks files.
Correcting errors & ensuring financial accuracy.
Providing ongoing bookkeeping support.
We do not process payroll in-house, but do offer to:
Assist you with choosing a reputable payroll provider
Set up payroll systems & integrations
Ensure payroll tax compliance & file necessary reports
To maintain accurate financials & tax compliance we reccomend:
Monthly bookkeeping for most businesses
Quarterly bookkeeping for very small businesses with minimal transactions
Note: Waiting until the end of the year can lead to errors, missed deductions, and compliance issues. Updating your books regularly keeps you prepared for tax season and makes financial decision making easier.
Tax Preparation
& Planning Questions
Tax planning involves organizing your financial affairs to comply with tax laws in a manner that benefits your overall financial situation. This includes assessing your income, expenses, investments, and business structure to implement strategies that improve tax efficiency.
Our approach emphasizes assisting you in making informed financial decisions that align with your broader financial and business objectives while adhering to tax laws.Yes, we provide personalized tax planning services designed to align with your unique financial situation.
Our approach involves understanding your specific needs and long-term goals, identifying opportunities within your business and personal finances, and developing a strategic plan to optimize your tax position for both your business and family.
Yes, we assist with preparing:
Individual Tax Returns - (Form 1099)
Corporate Tax Returns: (Form 1120, 1120-S)
Partnership & Multi-Member L.L.C. Tax Returns: (Form 1065)
Trust & Estate Tax Returns: (Form 1041)
Gift Tax Returns: (Form 709)
Non-Profit Tax Return: (Form 990, 990-EZ, 990-PF)
Typically, returns are completed within 2-3 weeks after receiving all required documents. However, turnaround times may vary depending on factors such as:
The complexity of your tax situation.
The time of year - (busier seasons may take longer)
Expedited Services - (Rush processing may be available for an additional fee)
Here are the commonly required documents for individual tax returns:
Income Documents:
Wage & Salary Income - (Form W-2)
Self-Employment - (Form 1099-NEC)
Rental Income - (Form 1099-MISC)
Income from Partnerships, S-Corps, or Trusts - (Form K1)
Investment & Retirement:
Dividends - (Form 1099-DIV)
Interest - (Form 1099-INT)
Retirement Distributions - (Form 1099-R)
Deductions & Credits:
Consolidated Statement - (Form 1099)
Mortgage Interest - (Form 1098)
Student Loan Interest - (Form 1098-E)
Education Experience - (Form 1098-T, 529 Plan Statements)
Health Related Forms:
Health Insurance - (Form 1095 - A, B, & C)
HSA Distributions - (1099-SA)
HSA Contributions - (105498-SA)
Business & Rental:
Income & Expense Reports
Bank Statements
Quickbook Files
Yes! We can absolutely file an extension on your behalf.
Note: An extension grants extra time to file but does not extend the deadline to pay any taxes owed.
Struggling to navigate the complexities of business growth as a small business owner?
You're not alone. At Sterling Atkinson, C.P.A., I'll confidently take the reins, providing strategic accounting solutions, such as financial advisory, that is tailored to your unique needs. With expert guidance and a proactive approach, I’ll help you optimize growth, maximize financial efficiency, and drive sustainable business growth.
Let’s turn your challenges into opportunities—together.