TAX, ACCOUNTING & ONGOING ADVISORY

Stop reacting.
Start planning.

Bring your business finances, personal taxes, and next decisions into one coordinated CPA strategy.

Schedule a consultation

THE CYNOVA SERVICE MODEL

Technical work that leads to clearer decisions.

Whether you need annual compliance or year-round guidance, the work begins with the same question: what does this information help you decide?

01

Individual & Family
Tax Services

Tax preparation and forward-looking guidance for individuals and families who want to understand the consequences behind the return.

  • Form 1040 preparation
  • Tax projections, withholding, and estimated payments
  • Investment, real-estate, retirement, and life-event tax planning
  • Coordination with your financial advisor, with your permission

CYNOVA provides tax advice. Investment recommendations remain with your financial advisor.

02

Business Tax
Services

Business return preparation supported by proactive planning and coordination with the owner’s personal tax picture.

  • Forms 1120-S and 1065
  • Tax projections and estimated payments
  • Business and personal tax coordination
  • Entity, compensation, and distribution planning
03

S-Corporation
Strategy

Help evaluating, establishing, and operating an S corporation in a way that is defensible, coordinated, and practical.

  • Entity and election evaluation
  • Reasonable compensation and payroll coordination
  • Shareholder distributions and basis considerations
  • Ongoing compliance and tax planning
04

Accounting &
Monthly Advisory

Financial information designed to support decisions, not merely satisfy recordkeeping requirements.

  • Financial statement review
  • Bookkeeping and QuickBooks guidance
  • Cash-flow and operating discussions
  • Regular owner check-ins and priority setting
05

Formation &
Growth Support

Build a stronger financial foundation as your operation develops and the decisions become more consequential.

  • Entity-selection guidance
  • Initial accounting and payroll setup
  • Reporting responsibilities and processes
  • Planning for the next stage of growth

THE RIGHT LEVEL OF SUPPORT

Built around the work—not a generic package.

Some clients need annual tax preparation. Others need recurring guidance across payroll, estimates, reporting, and owner decisions.

PROJECT-BASED

Focused support

For a defined filing, setup, tax-planning question, or business decision with a clear scope.

ONGOING

Year-round advisory

For owners who need recurring financial review, tax coordination, and access to CPA judgment.

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Clarity for today.
Strategy for what comes next.

Choose the meeting that fits your question and the level of preparation you need.

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