From Bookkeeping and Taxes to Strategic Planning Valley Tax & Accounting Has You Covered

Transform Your Business with Financial Clarity

Valley Tax & Accounting Suite of Services

Strategic Tax Prep

Navigating the maze of tax regulations can be daunting. With our team by your side it doesn’t have to be. We specialize in comprehensive tax preparation services designed to minimize liabilities and maximize opportunities. Our team stays up to date with ever-evolving tax codes, ensuring that your filings are accurate, timely, and fully compliant.

Precise Bookkeeping

With everything you’re juggling, it isn’t easy to make time for keeping track of finances. We help by bringing clarity and order to your finances with our top-tier bookkeeping. We can integrate with your banking, sales, and credit card systems to meticulously record, review, and reconcile every transaction. Ultimately, we put this data back in your hands in an easy to understand and digest format.

Seamless Payroll

Nothing feels better than getting payroll off of your plate. You can trust our dedicated payroll services to meet your unique business needs and free your time up to run and grow the business. With our expertise, you’ll gain not only accuracy and efficiency, but also peace of mind. You’ll wonder how you ever managed to handle payroll on your own!

Streamlined LLC Setup

Establishing the right foundation for your new venture is crucial. We simplify that process fo setting up your LLC by guiding you through each step, ensuring all legal requirements are met, and potential pitfalls avoided. With our services you’ll be able to launch your new business quickly, confidently, and securely.

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Allison C
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This was my first time using them and the process could not have been easier! They were professional, efficient and knowledgeable. I felt the price they charged me for doing my return was very reasonable. Will definitely be using them for the tax return.
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Anton B
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If you’re looking for a top-tier tax company, look no further. Whether you need help with personal or business filings, this is the place to go. I’m so glad a friend recommended them to me. They are steps above the last company I used and I couldn’t be happier! 👏🏼
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Peter L profile picture
Peter L
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Austen and his team is nothing short of awesome. Austen is great at explaining tax strategies and plans in an incredibly easy to digest way. As a business owner, my time is better spent focusing on my business and growing our income, super grateful to be able to trust the Valley team with everything else on the tax side.
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Shaun g
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Amazing Work! used a previous company and was not impressed, but Valley Tax did a great job. Super easy to communicate with and Austen had excellent knowledge of my company’s tax challenges and met them to my satisfaction. 10/10 recommend Saves me a lot of time and money! 👍🏻
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James H
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Love working with these guys
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Alexsander F
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Amazing service! I would highly recommend them.
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Sadie E
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Kim and Austen are the best CPAs I have ever worked with. They have been super easy to communicate with and really seem to know their stuff. I can’t recommend them enough!
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McKenna H
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I first found Kim when I was getting audited by the IRS (scariest moment of my life!) and she was able to help me get everything figured out. That was 7 years ago, and I’ve followed her everywhere since! Just finished our 2023 taxes with her yesterday and couldn’t be more thrilled at what she was able to find us! We got my in laws to start filing with Valley Tax last year and came back faithfully this year as well! They love everything about Valley T&A and agree that they have never felt this comfortable when it comes to taxes! Trust me, you NEED Valley Tax & Accounting in your life!!!
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Utsmithen
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Love their focus and drive! Seriously good people!
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Businesses We Work With

Sole Proprietorship

As a sole proprietor, your focus should be on building your business, not getting bogged down by complex financial obligations. At Valley Tax & Accounting, we tailor our accounting services specifically for you, ensuring that every dollar is accounted for and every opportunity to save is maximized. Our knowledgeable team understands the unique challenges you face and provides personalized guidance to simplify your financial processes, from accurate bookkeeping to insightful tax planning. Let us help you streamline your operations and empower your business with the financial clarity you need to thrive.

LLC’s

At Valley Tax & Accounting, we understand that launching and managing an LLC comes with its own set of unique challenges and opportunities. Our dedicated team is here to provide tailored accounting solutions that empower you to focus on your business growth. We go beyond standard bookkeeping by offering strategic advice that enhances your financial operations. With our knowledge, you’ll navigate compliance with ease, optimize your tax strategies, and gain a clear picture of your financial health. Partner with us to gain the insight needed to elevate your business to new heights.

Door to Door Sales/ Home Services

As a Door to Door sales / home services business, your focus should be on delivering exceptional service to your clients, not wrestling with your finances. At Valley Tax & Accounting, we specialize in providing accounting services tailored to your unique needs, helping to fuel your business growth while ensuring financial stability. Our expert team will illuminate the path to success by analyzing your financial data, identifying cost-saving opportunities, and offering strategic insights that empower you to make informed decisions. With our support, you can transform challenges into stepping stones, allowing you to concentrate on what you do best—serving your customers and expanding your reach.

High Growth Startups

At Valley Tax & Accounting, we provide comprehensive accounting services tailored specifically for high growth startups, understanding that the journey from idea to execution is filled with both excitement and challenges. Our team is dedicated to ensuring you have the right financial framework in place so you can focus on scaling your business without the stress of managing books or navigating tax regulations. We offer strategic insights and support in everything from financing options to budgeting, guiding you through the complexities of business setup and compliance with ease. Partner with us to transform your startup into a thriving enterprise, backed by financial clarity and expert advice at every stage of your growth.

Case Studies

Tax Strategy

John came to Valley Tax & Accounting in November of 2024. His current bookkeeping had him at $1M profit for the year, which meant a $296,000 tax liability due to the IRS in April. What a problem to have!

We got John’s bookkeeping cleaned up & developed tax strategies before end of the year. After leveraging an airbnb investment combined with a cost segregation study, investment/retirement account, and some additional bonus depreciation applicable investments… John only owed the IRS $34,000. John saved $242,000 with proactive tax planning!

Payroll

Monica came to us with a nightmare payroll system. Employees were manually entering their hours into a google sheet that was not verifiable to Monica except by her memory. This is a great way to be taken advantage of as a business owner! After that she had to manually add up all the time & then send it to us to process.

We helped Monica set up a time clock solution. We provided training to her staff on how to use it. Now her employees are held accountable, the hours are tracked & provided to us automatically and we process Monic’s payroll in 25% of the time it took before. Systems & time savings matter as a business owner!

 

Tax Strategy

Amber came to Valley Tax & Accounting in December of 2024 really concerned about her tax bill. Her business profit showed over $2M. Her tax liability was ~$407,000. Amber had already purchased 3 rental properties in 2024. She knew it was helpful, but didn’t fully understand how it was best used in tax planning. We advised her to get 3 cost segregation studies, combined with bonus depreciation to lower taxable income. 

She put money into retirement accounts for her kids. In addition we were able to advise Amber how to maximize her taxes savings while she splurged on inventory to lower her tax bill. Coming to us at the last minute, we were able to help Amber lower her tax bill to just $47,000. Now that we do full service accounting for them we already have their projected 2025 tax liability to only a few $1000, months in advance.

Bookkeeping Services

Spencer & Katy have been tax clients for 2 years. They recently sold off ownership in a company that paid them $1.2M in 2025. Spencer started two other businesses, those bookkeeping number all needed to be buttoned up before we can begin accurate tax planning. After we took over bookkeeping, we were able to accurately project a tax liability of $198k.

After planning & executing a few tax strategies, Spencer & Katy will pay ~$3000 in incomes taxes this year.  Overall they received a 158% ROI of his invested capital towards tax savings. 

 

Sales Tax

Tim came to us owing back sales tax in 14 states. A previous employee dropped the ball & left Time with a mess. His bank accounts were actively being levied by the IRS. We got the levies to stop. We contacted every state, organized all his accounts, back taxes owed, and set up payment plans to help Tim get caught up. We now have Tim set-up where everything is tracked & paid on time to avoid those scary letters from the state taxing agency.

Accounting Blog

Cost Segregation FAQs

Cost Segregation FAQs

What Real Estate Investors Need to Know Cost segregation has become one of the most powerful tax planning strategies for real estate investors—but it also raises a lot of questions. During peak tax season, we often hear the same concerns from rental property owners…

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