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John L. Tilley, CPA provides a wide range of services to individuals and businesses in a variety of industries. At John L. Tilley, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them- providing beneficial information, access to a wealth of resources, and a proactive stance in serving each of our client's needs.

Our financial planning services include:

  • Strategic Business Planning
  • Budgeting
  • Estate Planning
  • Retirement Planning
  • Personal Financial Planning

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership- striving to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year and use that knowledge, along with our individualized planning services, to help you minimize tax liabilities.

Whether you are an individual or a business, our staff can accommodate your varied needs.

Succession Planning

All businesses must face the future. What will happen to your business when you retire or in the event something unexpected happens to the owners? For the average business owner, the value of their business represents a substantial portion of their net worth. Have you planned for the future of your business? Did you know the average succession plan takes ten years to implement and complete? Our firm can help you tackle this complex issue, including analyzing the many options available, from succession by family members, sale to employees, or a sale to outsiders.

Business Valuation

What is your business worth? Whether needed for litigation support, buy-sell agreements, insurance needs, estate planning, or potential sale, it is important that you know the true value of your business. Our firm can help in the valuation process, using our knowledge as well as a wealth of outside resources to help determine the proper valuation of your business.

Client Write-Up Services

Timely, accurate financial information is the most essential need of any business, especially the small family business. Many smaller businesses either do not have a qualified accounting person or cannot afford one. Our firm offers a full range of accounting services for our clients. From basic computerized accounting and payroll tax services to payroll preparation, we can tailor a program to meet your requirements.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all the functions required to run their business. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs- from issuing payroll checks or providing direct deposit for your employees, to handling payroll tax reporting. We can provide a program to meet your individual needs.

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