Trusted CPA Services for Individuals, Startups & Growing Businesses
With more than twenty years of experience as a Certified Public Accountant, Bartlett CPA Services delivers personalized, accurate, and forward-thinking tax and accounting solutions for individuals, entrepreneurs, and established businesses. From complex multi-state tax filings to strategic business advisory, we help you stay compliant, minimize tax exposure, and make informed financial decisions year-round.
Your goals come first — and we provide the clarity, insight, and confidence you need to reach them.
About Bartlett CPA Services
At Bartlett CPA Services, we believe expert financial guidance should bring peace of mind — not confusion. With deep experience in individual and business taxation, financial reporting, and strategic consulting, we support clients through every stage of their financial journey.
Whether you’re an individual with complex tax needs, a startup building a solid foundation, or a business navigating growth, acquisitions, or high-value transactions, we provide clear direction and practical solutions tailored to you.
Mission:
To deliver trusted, personalized accounting and tax support that empowers individuals and businesses to thrive with confidence.
Our Core Services
Business Advisory Services
Strategic guidance to help you grow with clarity and confidence.
Personal Tax Services
Accurate, compliant, and proactive tax planning for individuals and families.
Business Tax Services
Year-round tax planning, financial analysis, and compliance for small and mid-size businesses.
Business Advisory Services
Transforming Businesses With Smart, Data-Driven Decisions
Sometimes it takes a fresh perspective to move a company forward. Our advisory services help you understand your financial landscape, uncover inefficiencies, improve profitability, and make confident decisions.
We help answer questions like:
- How is my business performing this year vs. last?
- Where are we overspending — and how can we optimize costs?
- Should I hire, expand, or invest right now?
- What risks or opportunities am I missing?
Partnering with Bartlett CPA Services means gaining strategic insight, clear recommendations, and hands-on support from an advisor who cares about your success.
Business Acquisition, Sale & Succession Guidance
Buying, selling, or transitioning a business is one of the most important financial decisions you will make. With decades of experience in business taxation, valuation readiness, due diligence, and deal structuring, we help you navigate every stage with clarity.
How We Help:
Business Purchase & Sale Consulting
Evaluate opportunities, identify risks, and structure deals for financial and tax efficiency.
Financial Due Diligence
Review financials, tax records, KPIs, and operating performance to determine true value.
Tax Planning for Transactions
Understand and model short-term and long-term tax implications.
Post-Transaction Support
Integration, compliance updates, entity structuring, and accounting system setup.
Whether you’re preparing to sell, acquiring an existing business, or creating a succession plan for the next generation, we ensure your decisions are informed, strategic, and aligned with long-term goals.
Advisory for Startups & New Entrepreneurs
Build a business you love — on a solid financial foundation.
Starting or growing a business is exciting, but success requires organization, compliance, and reliable financial systems. We help startups and small business owners:
- Choose the right entity structure
- Set up accurate bookkeeping and reporting
- Stay compliant with state and federal requirements
- Implement payroll and financial systems
- Create tax-efficient strategies for growth
Our approach is practical, conservative, and designed to keep your business financially strong from day one.
Personal Tax Services
More Than Just Numbers — It’s Personal.
We help you avoid overpaying in taxes while ensuring full compliance — so you sleep well at night.
We prepare federal, state, and local returns, including:
- Individual Income Tax (Form 1040)
- Estimated Taxes (1040-ES)
- Amended Returns (1040X)
- Gift Tax Returns (Form 709)
We also analyze whether filing jointly or separately is best for married clients.
Multi-State Tax Filing
For clients who live, work, or invest in multiple states, we assist with:
- Filing requirement determination
- Tax projections by state
- Payroll modeling for optimal withholding
- Preparation of all state returns
High-Net-Worth Individuals
Expert handling of complex tax situations, including:
- Partnership income
- Capital gains
- Foreign investments
- Advanced tax-reduction strategies
Self-Employed Individuals
End-to-end support, including bookkeeping cleanup, financial statements, Schedule C, and full tax preparation.
International Tax Expertise
For foreign individuals in the U.S. and U.S. citizens abroad.
We prepare:
- U.S. returns for foreign residents
- Returns for international business owners
- Expatriate tax filings
- Matrimonial tax analysis
- Foreign income exclusion & credit forms
Specialized Forms
We support many uncommon, complex forms, including:
- Form 8938
- Form 2555
- Form 1116
- Section 83(b) elections
- Household employee reporting (Schedule H)
Business Tax Services
Proactive, Year-Round Tax Planning That Supports Growth
Our goal is to make tax planning a strategic advantage — not a year-end chore.
Financial Statement Preparation & Analysis
We help you understand:
- How current performance compares to prior periods
- Cost areas that can be reduced or optimized
- Expected tax liabilities based on profit trends
- Features in QuickBooks Online that improve efficiency
Business Tax Preparation & Compliance
We guide business owners on:
- Choosing the right entity (LLC, corporation, sole proprietorship)
- Whether S-Corp status is beneficial
- Maximizing deductions unique to your industry
- Understanding the tax implications of selling a business or assets
Payroll Tax Consulting
We answer common payroll questions such as:
- Cost to add employees
- Multi-state payroll filing requirements
- Adding fringe benefits
- Employer tax obligations
Sales Tax Guidance
Sales tax rules are complex and constantly changing. We help you determine:
- Correct tax rates to charge
- Whether you must register in multiple states
- Which software tools simplify compliance
- Which services or purchases are taxable
Why Clients Choose Bartlett CPA Services
- 20+ years of CPA expertise
- Personalized, one-on-one guidance
- Accurate, compliant, and proactive planning
- Support for complex and multi-state tax needs
- Clear communication and fast response times
- Strategic insight that helps you grow and protect your finances
Ready to Take Control of Your Financial Future?
Get reliable tax guidance, year-round planning, and strategic support from a CPA who cares about your success.
Contact us today to schedule a consultation.