Smart Services for Smart Businesses.
Every business owner is faced with competing priorities and limited time. Our proven, progressive technologies help employers take full control of their administration, finances, and human resources so they can focus on what they do best: Planning for growth.
Comprehensive Tax Support for Thriving Businesses.
Maximize your profitability and go into tax season confident with the experienced tax professionals of Delta Wealth Advisors. Our seasoned CPAs know how to remove the question marks from your business’s tax strategy and build customized, intelligent tax strategies and plans that make it easier than ever to pay what’s due—and hold onto what’s yours.
Tax Strategy + Planning
The success of any tax strategy comes in its execution—and DWA provides structured tax plans to mitigate risk and avoid surprises. With success in business comes a growing tax bill. Explore your options and implement strategies to minimize tax liabilities.
- Tax credit review
- Comprehensive bookkeeping support to maximize deductions
- Quarterly tax payment planning
- Monthly revenue analysis and tax planning recommendations
Tax Preparation
Our experienced CPAs and business tax professionals make filing tax returns a breeze.
- State and federal income tax return prep
- Personal tangible property tax return prep
- Filing of sales and payroll tax dollars and reports
Audit & Assurance
With decades of experience and a commitment and passion to audit and assurance services in privately held companies as well as not for profit, we are able to provide our clients the highest quality services and reporting.
- Financial Statement Audits
- Employee Benefit Plan Audits
- Agreed Upon Procedures
- Reviews and Compilations
CFO Services
Get a clear picture of your business’s financial health — and the support you need to drive smart decisions and real growth.
- Regular CFO meetings
- Fully outsourced accounting department
- Custom financial reporting
- Tremendous cost savings vs. in-house CFO
Bookkeeping & Payroll
Our experienced CPAs and business tax professionals make managing day-to- day finances and employee payroll a breeze.
- Bank and credit card reconciliations
- Clear and accurate monthly financial statements
- Bill pay services
- Worker’s comp
- Payroll processing and filings
Human Resources
We maintain a well-oiled HR machine with simplified, streamlined processes for everything from hiring to time management.
- Hiring and training
- New hire dashboards
- Employee handbooks
- Worker’s comp
- Time and attendance
- Retirement plan selection
Your Technology Concierge.
Modern businesses are built on intelligent tech stacks that sync and automate to save time and money. We serve as your business tech hub, utilizing industry-leading software. We operate on connected cloud tech, and we’re proud to use the same accessible accounting technology you know and love. Invite us to your existing online account system or let us take the lead in setting one up for you—and let us do the heavy lifting.