About Us
Tailored Accounting Solutions for
Small Businesses & Individuals
Matt is very knowledgeable when it comes to tax preparation. I wouldn’t trust anyone else to do my taxes!
Tax Customer
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★ ★ ★ ★ ★
Jordan Sowers
What We Do
We help small business and individuals with all of their accounting needs. From tax planning and preparation to financial statement preparation and CFO services, we’re here to meet your needs with a tailor-made solution
You’re at the center and Cardinal Tax is here to serve your needs. Don’t waste another dime with yesterday’s accounting firms. Let’s look forward together.
Our Values
We are a technology driven accounting firm, using the most advanced cloud solutions to help you run your business. No need for on premises accounting solutions anymore. There’s a better way and we strive to show our clients the most efficient path possible.
Our commitment to excellence extends beyond numbers and spreadsheets. We believe in building long-lasting relationships with our clients based on trust, integrity, and personalized attention. Your financial success is our priority, and we’re here to provide tailored solutions that align with your unique goals and objectives.
Full Listing of Services
We’re here to serve your needs no matter how extensive the engagement.
Personal Tax
Services Offered
- Form 1040 & Sch. A (Residential State)
- Form 1040 Schedules 1-6 (each)
- Schedule B
- Schedule C
- Schedule D
- Form 8949 (up to 6 transactions)
- Schedule E – 1st Property
- Schedule E – Additional Properties
- Schedule F
- Schedule J
- Schedule SE
- W-2s (>4, each)
- K-1 Income with Basis Schedule (each)
- Installment Sales (Sale Year/Subsequent Year)
- Form 2441 (Child Care)
- Form 4562 (Depreciation Current)
- Depreciation Schedule (per asset)
- Form 4952 (Investment Interest)
- Form 5329 (Retirement Penalty)
- Form 6251 (AMT)
- Form 8960 (NII Surtax)
- Form 8962 (Healthcare Credit)
- Form 8965 (Healthcare Penalty)
- College Credits
- Estimated Tax Forms
Planning
- Rental property tax planning and deductions (mortgage interest, property taxes, depreciation)
- 1031 Exchange guidance for tax-deferred property exchanges
- Passive activity loss rules optimization (material participation, grouping activities)
- Cost segregation studies for accelerated depreciation benefits
- Opportunity Zone investment tax benefits and compliance
- Real estate investment trust (REIT) tax planning and compliance
- Tax implications of property sales (capital gains tax planning, installment sales)
- State and local tax considerations for real estate investments
- Partnership and LLC tax planning for real estate ventures
- Tax-efficient financing strategies for real estate acquisitions and developments
Business Tax
Services Offered
- Form 1120 C Corp
- Form 1120S S Corp
- Form 1065 LLC
- Form 709 Gift Tax
- Form 706 Estate Tax
- Form 1041 Trust
- Form 990 Not for Profit
- Form 941
- Form 940
- SUTA
- State Withholding
- W-2s/1099s (each)
- Newly Formed Business
- Like-Kind Exchanges
- Special Tax Elections
- Business Entity Tax Conversions
- Tax Research / Second Opinions
Planning
- Entity selection and structure planning (Sole Proprietorship, LLC, S-Corp, C-Corp)
- Tax-efficient compensation strategies for owners and employees
- Deduction maximization (Section 179, bonus depreciation, startup expenses)
- Accounting method optimization (cash vs. accrual, inventory valuation)
- Tax credits identification and utilization (Research and Development Tax Credit, Work Opportunity Tax Credit)
- Retirement planning and contribution optimization (SEP-IRA, SIMPLE IRA, 401(k))
- State and local tax planning and compliance
- Succession planning and exit strategy optimization
- IRS audit support and representation
Accounting Services
Services Offered
- Bookkeeping and recordkeeping
- Financial statement preparation (balance sheet, income statement, cash flow statement)
- Budgeting and forecasting
- Tax preparation and planning
- Payroll processing and compliance
- Accounts payable and receivable management
- Bank reconciliations
- Financial analysis and reporting
- Internal audit and controls review
- Inventory management
- Business valuation services
- Cost accounting and cost analysis
- Management consulting and advisory services
- Software implementation and training (e.g., QuickBooks, Xero)
- Compilation and review of financial statements
- Estate and trust accounting
- Compliance with regulatory requirements (GAAP, tax laws, etc.)
- Financial planning and wealth management advice
- Merger and acquisition support
- Forensic accounting and fraud investigation
- Outsourced CFO/Controller services
- Specialized industry-specific accounting services (e.g., healthcare accounting, construction accounting)