At Turner & Associates CPA P.C., we understand that managing your financial future involves more than just filing taxes—it’s about creating a comprehensive plan that protects your wealth, supports your goals, and offers peace of mind.

Our CPA firm specializes in tax preparation and planning for individuals, sole proprietors, small businesses, trusts, and estates. We are proud to offer a holistic approach utilizing the wealth management and law firms that are all offering their services under our shared roof.

Commitment to Exceptional Service and Long-Term Relationships

We are dedicated to providing exceptional service and building long-term relationships based on trust, integrity, and results. Our clients know they can count on us to be their partners in financial success.

Our goal is to not only provide the best possible long-term outcome for our clients, but to simplify their situation and make it so they truly understand what is going on with their finances.

Ready to Simplify Your Financial Life?

At Turner & Associates CPA P.C., we are more than just accountants—we are your financial partners. Our integrated approach to tax, wealth management, and legal services ensures you have a comprehensive plan that grows and evolves with you. To schedule a consultation and experience the difference of working with a dedicated, fiduciary team that truly cares about your financial future.

For more information:
Contact Us Today!

Our Core Specializations:

1. Individual Tax Preparation and Planning

Life is full of milestones and each one brings unique tax implications. Whether you are just starting your career, growing your family, or planning for retirement, our individual tax services are designed to meet your specific needs.

SERVICES
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OFFER

  • Annual Tax Filing: We ensure your tax return is accurate, timely, and optimized for the best possible outcome.

  • Tax Planning: Proactive strategies to minimize your tax liabilities throughout the year.

  • Life Event Planning: Guidance for significant life changes such as marriage, home purchases, education funding, retirement, or making large gifts to charity.

  • Retirement Planning: Helping you navigate the complex and ever-changing tax landscape of retirement accounts, Social Security, and more.

2. Sole Proprietor & Small Business Services

Running a business involves more than managing day-to-day operations—it requires strategic tax planning and compliance. As a sole proprietor or small business owner, you face unique challenges. Our experts help you navigate these complexities so you can focus on making a living.

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OFFER

  • Business Tax Preparation: Ensuring accurate, compliant filings for sole proprietors and small business owners. This can be your Schedule C, Partnership Tax Return, S-Corporation Tax Return, or C-Corporation Tax Return.

  • Business Structure Advisory: Evaluating the best business structure for tax efficiency for your small business.

3. Trusts and Estates

Managing trusts and estates is a complex and sensitive process. Our team brings expertise and empathy to help you navigate the intricate tax implications. Additionally, we work hand in hand with Turner & Anderson P.C., the law firm that we share office space with, in helping make sure your trust or estate is compliant from accounting, tax, and legal perspectives.

SERVICES
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OFFER

  • Trust and Estate Taxation: Compliance and planning strategies for various types of trusts and estates.

  • Estate Tax Planning: Minimizing estate taxes to preserve wealth for future generations.

  • Estate Administration: Assisting executors with tax filings, trust and estate accounting, and other financial responsibilities.

  • Succession Planning: Developing strategies to pass on your wealth in alignment with your wishes.

4. Integrated Wealth Management

Tax planning is just one piece of your financial puzzle. Our affiliated wealth management firm provides personalized investment and financial planning services to help you achieve your long-term goals.

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SERVICES
INCLUDE

  • Investment Management: Customized portfolios that reflect your risk tolerance, time horizon, and financial objectives.

  • Retirement Planning: Strategies to help you build, protect, and enjoy your retirement savings.

  • Financial Planning: Comprehensive plans that align your finances with your life goals, from buying a home to funding education.