Tax, Accounting, and Advisory Services
We believe in helping our clients reach their goals. Whether your goals are to grow/ expand your business, plan for your family, minimize your taxes, etc. We will be there to support and advise you in pursuit of your best life.
Terra Van Zant, CPA offers Tax Preparation and Planning Services, Estate/Trust Planning and Services, Virtual CFO services (including cash flow analysis, budgeting and loan consulting), and Business Advisory Services to serve your business or personal needs. We see ourselves as part of your team and so we want to always be as devoted, responsive and proactive as possible to give you the service and support you deserve. We are here to help! |
Tax ServicesWe know how daunting taxes can be. We are here to take the stress out of taxes for you. Whether it be helping you file your individual or business tax return, analyze the tax consequences of a transaction, strategically plan for your taxes, or any other tax planning or return preparation service we strive to take the stress out of taxes with friendly, attentive, and thorough service.
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Accounting - Outsourced/ Virtual CFO and Consulting ServicesAs a business owner you have more important things to do than to worry about your accounting. We provide services that range from consulting with you on your accounting systems to higher level Controller/ CFO services such as cash forecasting, ratio analysis and budgeting.
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Estate and Trust ServicesFamily is important and planning for their future is important. At Terra Van Zant, CPA we take our time to understand what financial matters are keeping our clients up at night. A common concern many people have is where will my wealth go when I'm gone? We provide estate tax planning, estate and trust tax return preparation and analysis, and many other trust and estate services. We want to be there from the beginning to the end of estate process and help you and your family through in any way we can.
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Business Advisory and CoachingAs a business owner it is hard sometimes to see from the outside what could be improved or changed to help your business reach it's full potential. We can help you with various business advisory services such as strategic analysis, industry analysis, and contract analysis. Whether just starting out or wanting to grow we can help you get your business where you want it to be as your trusted advisor.
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Our Committment To Outstanding Quality
Our primary goal as a trusted advisor is to be attentive and to provide proactive and insightful advice to enable our clients to make informed financial decisions.
We do not accept anything less from ourselves and this is what we deliver to you.
We do not accept anything less from ourselves and this is what we deliver to you.