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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 a call with us today. 

Our Services

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

Kind Words

 

"We have used many accountants. Chet is without a doubt the absolute BEST! We appreciate that he uses modern technology to make our lives easiest. We frequently met with him virtually online via Zoom, which was quick and efficient. If there were questions, he would record meetings so we could later review and he also often records snippets from his desktop as he is working on your taxes..then will email you a video to look at when it is most convenient for you. This all felt like a great way to communicate. He helped us maximize our usage of Quickbooks, which was entirely new to us. He was able to suggest time management and bookkeeping apps and other solutions. He is just great with knowing the latest and best and personalizing for your needs. We appreciated all of that. But that was just the appetizer. Chet did a PHENOMENAL job on our taxes and paid for his services many, many times over. As real estate investors, we felt Chet knew our niche inside and out and would highly, highly recommend him without any reservation whatsoever."

-Prairie and Larry D.

 

"This is a pretty big statement, but Chet is THE BEST accountant! As a small business owner, I thought that I knew a lot about tax strategies, but Chet surprised us with tax advice that we hadn’t heard before! He is also up-to-date on tax code changes as the government is making them and will save you every penny that you qualify for. He is extremely knowledgeable, detail oriented, and a great communicator. He is tech-savvy and everything is digital. I would highly recommend Curated Accounting!"

-Brittany G.

 

"I use Curated Accounting for my small interior design business accounting needs. Chet & Kelley are lovely to work with. They are efficient, thorough and detail oriented. They respond quickly to questions and concerns. Their customer service is outstanding, and I would definitely recommend them to other small companies looking for a great accounting firm."

-Emily W.

 

"Kelley and Chet have been more than helpful with guiding me through the financial side of owning and operating a business. Their bookkeeping service have been great and keep getting better. Whether big or small they are good at what they do! 10/10"

-Tyler P.

"I have been using Curated Accounting for several years now. Always able to quickly and easily navigate the most complicated financial situations for my business. It is always a pleasure working with the team."

-Kevin O.

Blog & Video Resources

"Kelley has been nothing but professional and quick with all of my business accounting needs. I would recommend Curated Accounting to anyone looking for great service!"

-Bryan J.