Custom Accounting Services is a quality-oriented, client-centered, professional firm that provides tax information as well as the analysis necessary to increase the effectiveness, stability and growth of our clients. We urge our clients to expect value from their relationships with us.


Recognized as one of the region's most respected firms, Custom Accounting Services offers a comprehensive menu of services - combined with
dedicated niche expertise.

Custom Accounting Services offers a variety of options including:

  • Tax Preparation
  • Tax advisement/strategies
  • Tax Representation

Tax Prep

Custom Accounting Services (CAS) provides year-round tax return preparation for all individuals and businesses. Unlike storefront operations that are available only during tax season, we offer consultation and advice to our clients throughout the entire year, and many people find that our rates are actually lower than those of walk-in tax services.

Experienced in all Industry Sectors and focused on Small Business our tax department is highly skilled with Sole Proprietorship (Schedule C), Rental and Development (Schedule E), Partnerships, Corporations, Joint Ventures, LLC and LLPs.  

All of our tax returns are prepared by a knowledgeable staff under the guidance and supervision of a Licensed Enrolled Agent with the Internal Revenue Service (IRS)—America’s Tax Experts. CAS is also a registered participant in the IRS E-File Program and is a registered ERO (Electronic Return Originator). We are compliant with all Federal and State E-file Mandates in all 50 States.

Our return fee includes a pick-up consultation where we completely review your return with you and advise you of any changes in the tax laws to help you plan for the coming year.

Tax Advisement/Strategies

To help you move forward to where you want to be – enjoying more of your assets while minimizing taxes, Custom Accounting Services tax planning services offer you integrated tax consultation and strategic advice. Whether you want to structure a family property transfer, reorganize your business or defer tax on the sale of an asset, our firm’s tax planning will help you avoid traps and proactively reduce your taxes to the greatest extent possible. We offer innovative planning alternatives and will even represent your interests before the IRS or applicable state revenue agencies.

When you work with our firm, you get more than a formal, business relationship. You benefit from a one-on-one relationship.
It’s how we get to know you, your financial life, and your dreams.

Tax Representation

Getting news of any sort of personal or business audit sounds like your worst nightmare. It’s difficult on many levels. It takes a tremendous amount of time (that you probably don’t have to spare) to gather all the records and documents necessary. And, of course, it’s stressful. Beyond having the necessary paperwork, it can be nearly impossible to untangle and understand the complicated tax laws that may apply to your case. Frustration with the process can interfere with your concentration, leading to mistakes. Actually, news of an audit usually brings up many emotions beyond frustration. Most people respond to the news with a mixture of anxiety, fear, and anger. That makes preparing for your audit even harder.

With a federally-licensed Enrolled Agent at your side, you can breathe easier. As Enrolled Agents, we're an up-to-date expert on all nuances of the IRS tax code. We have many years of tax representation experience dealing with the IRS and various tax authorities. We know how the tax representation process works, from the inside. With us at your side, you can be confident that you are being properly and aggressively represented before federal and state tax agencies.

Here’s what you can expect:

  • We will sit down with you to review your notice. We will go over it together, and we will explain everything.
  • We will help you collect the documents you need for the audit.
  • If any issues come up, we are prepared. If necessary, research will be done for the specific details pertaining to your case.
  • We will go over the audit determination with you, and give you a clear explanation of what it all means.
  • If your situation warrants an appeal, we will be there, guiding and helping you through the tax representation process.

Custom Accounting Services will be with you every step of the way.