Our Services

At Momentum CPA Services, we specialize in personalized tax solutions designed to meet the unique needs of individuals and small businesses. Our expertise covers everything from proactive tax planning and accurate tax preparation to accounting guidance and support with tax notices or tax audits.

With our convenient virtual office, you can easily book tax services through our online appointment calendar, contact us directly via our contact page, or give us a call—your way, your choice.

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Tax Preparation

Professional tax preparation for individuals and businesses, including Forms 1040, 1065, 1120, 1120-S, and Schedules C & E. We ensure accurate, compliant filings to help you minimize tax liabilities and avoid costly errors.

Tax Planning

Proactive tax planning strategies designed to optimize your tax position, maximize business deductions, and support long-term financial goals. We help you stay ahead with quarterly estimates and tax projections.

Accounting

We provide accounting guidance and light bookkeeping support, focusing on account clean-ups and strategic financial insights for small businesses. For in-depth bookkeeping needs, we can connect you with trusted professionals to ensure comprehensive support.

Audits/Tax Notices

Professional support for IRS and state tax audits, tax notices, and compliance issues. We’ll guide you through the process, respond to IRS inquiries, and help you resolve tax matters efficiently.