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PP&A offers accounting, bookkeeping, tax planning and preparation services, as well as Portable CFO Services.


Tax Planning & Education 

Preparing your own tax return can be extremely difficult with today's complex tax code and may often leave you with more questions than answers.

These days, the majority of people and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.

At PP&A, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.

Our tax preparation services include:

  • Individual Tax Preparation

  • Business Tax Return Preparation

  • Gift & Estate Tax Return Preparation

  • Partnership & Corporate Tax Preparation

  • Estate and Succession Planning

  • Out-of-State Returns

  • Business Start-Ups

PP&A can also help with our extensive tax planning services. Tax planning is essential to help you successfully and legally reduce the amount of your tax liabilities. In addition to making sure that your business is tax compliant, we also can suggest tax-saving strategies that will maximize your after-tax income. We offer tax and education planning to assist start-ups, as well as, established businesses.

We’ll also assist you with tax planning by:

  • Helping you to defer income so that you can save money now and pay less taxes in the future

  • Lowering taxes on your income so that you can keep more of your earnings

  • Lowering taxes on your estate and gifts so that the beneficiaries can keep more of what you have given

  • Lowering taxes on investments and retirement distributions so that you can maintain your lifestyle and much more.


If you own a small business or need help with individual taxes, working with a professional tax planning service can help save you more money. PP&A offers the expertise that you need to save on your taxes at affordable prices.


If you are struggling with keeping up with the bookkeeping tasks for your business, you need to hire a professional. If you can’t afford the services of a full-time accountant but would enjoy the expertise that comes along with one, PP&A can help. Referral Program FAQs


What states can be efiled?

  • All states that offer electronic filing are available for efiling through Online Tax Preparation. 

I am a tax preparer who offers online filing. If a customer uses my site to efile their return, what is my liability?


  • As an affiliate, you have no liability. When a customer efiles their return, it is efiled under Drake’s EFIN. 


Does a taxpayer receive a confirmation that the return has been e-filed?

  • The taxpayer receives an email confirmation when the account is set up, when the return has been e-filed, and when an acknowledgment has been received. The acknowledgment email provides information on how to correct any rejects. Current status and acknowledgments are always available from within the website. 

Are there online help screens for Online Tax Preparation?

  • Yes, there is field-level and page-level help offered throughout the online preparation process. 


If a customer has to stop before completing a return, will it be saved to finish later? 

  • Yes. All the taxpayer needs to do is click Save and return to the site to finish later. 


What refund options does the taxpayer have? 

  1. Direct deposit 

  2. E-1 Prepaid Visa™ 

  3. Check delivered via mail 


Small- to Medium-sized Business Accounting Services

For start-up businesses, growing businesses and mature corporations, we provide business accounting for your GA business. With timely services and a thorough understanding of the tax laws and regulations, we can help you to stay on top of all of the tax deadlines and ensure that your financial systems are in order. We can handle all bookkeeping and accounting tasks from payroll to preparation of your financial statements.


Here are the small- to medium-sized business accounting services that we offer:

  • Monthly Reports and Statements

  • Profit and Loss Statement

  • Trial Balance

  • Balance Sheet

  • General Ledger Report

  • Bank Reconciliation

  • Payroll Reconciliation

  • Budget Management and Advice

  • Accounting Software to Meet Your Needs

  • Quick Turnaround


A professional accounting service can help take the pressure off you and your staff. You will no longer have to worry about dealing with piles of papers, late payments on bills, missing invoices or frustration over not knowing what your business's current financial standing is.



As a business owner, you have to wear a lot of different hats, and some of them fit better than others. Many entrepreneurs find themselves struggling with their bookkeeping responsibilities. They don’t have the time or the knowledge, or they simply don’t enjoy it. At PP&A, our bookkeeping services make it possible for you to spend your time where it’s best spent - on your areas of expertise and interest. We have experience in serving a wide range of industries and business models, including food service, health care, real estate, and insurance. Whether you run a factory or sell fashion jewelry, we know the services you need and provide it in a way that suits your schedule and budget.


Our process is all about you and your business, so we don’t take a cookie-cutter approach. Instead, we start with a conversation, speaking to you one-on-one on to make sure we know which tasks you want us to work on. Some of our clients ask us to assume all of their bookkeeping responsibilities, while others just need help with a few of the more complex and time-consuming tasks. Whichever route you choose, rest assured that outsourcing these services to our professional team will provide you with high quality, meticulous bookkeeping services for far less than the cost of hiring an in-house professional.


At PP&A, our goal is to help you meet your goals, both short and long term.  We know that competent, consistent bookkeeping is the key to a business’ success. Having accurate and professionally-prepared financial documents enhances your understanding of the health of your business and guides your decisions. They can provide creditors and banks with the information that they need to help your business grow. Our services are customized to your specific needs and can include any or all of the following, and more:

  • Independent Contractor Payments and Reporting

  • Accounts receivables and payables

  • Aging and vendor reports

  • Financial Statement Preparation and Analysis

  • Bank and credit card reconciliation

  • Data entry

  • Sales Tax Reporting & Filing

  • Secure to Secured


Experienced Portable CFO


We provide Small- to Mid-sized Business Owners with the information and support they need to run their business effectively and efficiently. We offer financial advice without the overhead of a full-time CFO. We provide 3-5 years in-depth financial analysis to determine the financial health of small businesses and actionable insights that fuel better decisions and identify effective next steps.

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