Individual Tax and Accounting Services

At the office of Michael Delaney, CPA we know that handling your own taxes and accounting needs can be a time consuming, challenging process. That’s why we’re here to take care of everything for you.

Tax Services

Given the complexity of the ever-changing tax code, at Michael D. Delaney CPA, you will not only be assured you’ve complied with the law, but with our knowledge and planning we will help see that you pay the least amount of tax permissible by law. We will also file your tax returns electronically for you, or even review and check the validity of a return completed by someone else. Tax planning is a complicated process, based on changing laws and varying life circumstances. Whether you’ve had a baby recently, purchased a new home, started a new job or are getting ready to retire, we have the knowledge and experience to help mitigate your tax burden.

Budgeting & Bill Payment

We are experienced in developing a budget based on your income and expected expenses. We take a look at previous years’ spending and other factors in developing the most accurate strategy for your finances. Our accounting services also include recording bill payments, and providing financial reports for you as frequently as monthly or as infrequently as annually. Keeping checkbooks balanced and bank accounts in order is a top priority for many of our clients as well.

Investment

Choosing where to allocate your funds can be an intimidating task, at Michael Delaney, CPA we work closely with wealth management and investment professionals to assist clients track and understanding market dynamics as well as do appropriate tax planning for investment income. We have great working relationships with many capable investment advisors.