Services

Tax Preparation | Tax Planning | Business Consulting

Custom Quoted Services Designed Specifically for You

Whether you’re a budding entrepreneur or an established business with a large tax problem, we can help you identify and implement tax strategies to help you reach the next milestone. 

Budding Entreprenuer

You know what it takes to make money doing what you do best! It’s the financial side that has you a bit anxious… You need ongoing support and coaching to ensure a strong start to your new business.

Uncontrollable Growth

Your business is growing fast! Almost too fast… You need strategies to manage the growth while keeping more money in your business and away from Uncle Sam.

Growth Stunt

You’ve accomplished so much, but the grass isn’t as green as you thought it would be... You need new ideas and a fresh perspective to help you move forward.

Ready to Refine

Success is your middle name, but you’re looking at what comes next... You need strategies to help you grow your wealth and leave a lasting legacy.

Proactive Tax Services with Year-Round Support

We are passionate about building long-lasting relationships with our clients that enable us to proactively identify opportunities with significant financial benefits. The benefits of year-round support from a CPA go far beyond minimizing taxes. Through our comprehensive support plans, you gain access to a professional who can help you overcome a variety of business challenges with confidence.

Custom Tax Service Solutions for Every Individual and Business Need

Because not every client has the need to hire a year-round CPA to be part of their team of trusted advisors, we also provide a variety of custom-quoted tax and accounting solutions that can be tailored to address your specific, periodic needs.

Taking Accounting Services to a New Level

01.

Proactive Tax Services

We become your year-round trusted financial partner, helping you navigate the business and tax landscape; helping you avoid common pitfalls and make informed decisions that minimize your taxes and build long-term wealth. 

02.

Individual Tax Prep and Planning

We don’t just prepare your 1040 tax return, we analyze the results to help you understand the “why” behind your tax results so you can learn how to take control of your taxes for next year. 

03.

Corporate/
Partnership Tax Prep

We perform procedures designed to minimize your risk of audit and maximize the benefits of your current business tax strategy. 

04.

New Business Tax Prep

We help business owners identify additional deductions and establish processes to avoid hidden tax penalties and tax debt. 

05.

Strategic Tax Planning

Through a detailed discussion and review of your business, family and retirement goals, we will recommend and help implement tax strategies designed to help you achieve your goals more quickly and effectively. 

06.

Transactional Tax Planning

We provide Tax Planning for various singular events: real estate purchase/sale, business purchase/sale, inheritance, business entity selection, succession planning, etc. 

07.

S-Corp Implementation

We see far too many new clients who have an S-Corp and don’t understand why. We estimate and explain the tax benefits for converting your LLC to an S-Corp, and through comprehensive implementation, help you maintain and protect the benefits of this strategy. 

08.

New Business Bootcamp

A consultation designed to cover the most common topics that concern new business owners.  

“Most CPA’s are “Financial Historians," focused on recording the past in the most favorable way possible. The only way to truly reduce your taxes, is to proactively work with a CPA throughout the year to write the best story possible.”

Bryan Peake
CEO and Chief Tax Strategist with Peake CPA

What Our Clients Are Saying

Janel Varnadoe
J&S Accounting

"Bryan has been an incredible coach and tax partner over the past couple of years. We collaborate closely with clients, with him managing the tax aspects. What sets Bryan apart is not just his timely communication, but also his dedication to educating clients on the tax code. Instead of simply assembling a tax return and bidding farewell until the next year, he goes the extra mile to impart knowledge and tax savings. I genuinely appreciate his service and unwavering commitment to the small business community we serve."

Moya Campbell
Lighthouse Financial Group

"I have had the pleasure of working with Bryan Peake in dual capacities—first as a client and second as a business colleague. Bryan is an outstanding CPA who brings a unique blend of professionalism, clarity, and humor to the often-complex world of tax preparation and tax planning and this approach immediately puts one at ease. As a client, Bryan has consistently demonstrated a commitment to excellence. His approach is characterized by a thorough, clear, and well-defined process. His patience is evident because he creates an environment where I feel comfortable, informed, and empowered in my decision-making."

Keith M. Gay
Wingman Junk Removal LLC

"I discovered Peake CPA and Mr. Bryan Peake a little over a year ago when I was looking to make that shift from a large firm where I was merely a number on a list. I wanted to work with a local provider that would help me with a more intentional and "hands on" approach to not only prepping the various forms, but to help me develop a plan for growth and responsible tax savings going forward. Bryan and his team took the time needed to learn about my situation and developed a plan that saved me money and set me up for future savings with his tax planning strategies going forward. Peake CPA was the best decision I made all year for me and for my business!"

Petya Kostadinova
Coldwell Banker Access Realty

"Bryan is an amazing accountant who works with you and your situation to help get you the best outcome possible. I'm really glad I found him. He went above and beyond my expectations and gave me some great advice! I highly recommend him!"

Proactive Tax Strategies Aligned with Your Business Goals

Discover Your Financial Success

"He goes beyond the traditional role of a CPA by actively seeking opportunities to save clients on their tax returns through preemptive planning..."
Testimonial from our client at Lighthouse Financial Group.

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