Tax and Accounting Services

for Businesses & Individuals

Your partner for curated financial solutions.

Finances are the foundation of any business, and the professionals you choose to guide you can make or break the business you poured your heart into building.  Our approach, and client partnerships, are what set us apart from traditional accounting firms.

Our approach is research-driven and client focused. Each client  has different circumstances and different goals. That's why we tailor our tax and accounting planning to best serve you personally.

When we say partner, we mean it. Transparency of services and anticipating your needs and up-to-date insight on the ever-changing economic climate is our number one priority. Period. 

Want to learn more? Click here to schedule your Complimentary Consultation. 

Our Services

tax optimization, planning, and complian
tax optimization, planning, and complian
tax optimization, planning, and complian

Kind Words


"From the start, the Curated Accounting Team listened to all of my personal and business tax issues and able to formulate a strategy that wasn't overwhelming or unrealistic. I ended up saving priceless time on my monthly bookkeeping and their tax planning saving me so much money - I couldn't believe it.


With their complete accounting and tax services, I have been able to scale my business to a level I couldn't achieve without a competent and experienced financial team guiding the way. I couldn't recommend them highly enough.

-Crown Hill Enterprises

"The Curated Accounting Team is such a joy to work with! Before working with Chet and Kelley, I felt lost and overwhelmed as to where to even begin to manage my finances and taxes. Their process was  clear and easy to follow. With their reports and explanations I am confident in my financial decisions and get expert advice to maximize my deductions and lower my taxes and invest back into my business. 


-Samantha Madeo Graphic Design

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