Not your average tax & accounting firm.

Services

Key Areas of Expertise

Advisory

Business and financial planning to help you achieve your goals.

Tax

Expert guidance through the complexities of Federal, state and international tax matters.

Accounting

Reliable, consistent and accurate financial reporting to move your enterprise forward.

Tailored to Your Needs

Business

Delivering on the specific needs of startups and established companies.

read more

Individual

Delivering financial expertise for people in any financial situation at every stage of life.

read more

Business Services

Overview

As a full-service tax and accounting firm, Blum & Clark will assist you in addressing anything that may arise in your financial picture. There are many facets to running an enterprise ranging from setting up QuickBooks to successfully navigating a sale or restricted stock transfer.

Structuring

It is sometimes necessary to restructure an entity.  Our experts will select the most advantageous entity type based on the facts and circumstances applicable to your company.

Tax Planning & Compliance

Many of our clients conduct interstate and multi-national transactions. We can aid in steering the onerous waters of FATCA compliance or filing out-of-state sales tax returns.  Should it become necessary, Blum & Clark offers professional representation before the IRS and state tax authorities.

Bookkeeping

Perhaps you require ongoing bookkeeping, cash flow analysis, budget preparation, or income tax provisions. We have all the skills to take on these important, but time-consuming, tasks. Blum & Clark is also certified by Intuit as a QuickBooks partner.

Customizations

Of course, there are always situations that are unique or need special attention. You can trust our team to tailor a solution to fit your needs that is scalable as your business thrives.

Go To Individual Services

Individual Services

Overview

Most would agree that the United States tax code increases in complexity with each Congressional term. While DIY tax software and ‘drive-thru 1040 shops’ suffice for basic taxpayers (e.g., a W-2 filer taking the standard deduction), many individuals have a more complex financial picture.

Tax Planning

Living in a global economy means that many taxpayers now face international, and very often multi-state, filing requirements. Blum & Clark will work with you to plot a course through cross-border taxation including the FBAR and foreign tax credits. Should it become necessary, our firm offers professional representation before the IRS and state tax authorities.

Keeping Current

Blum & Clark clients benefit from an impressive mix of over forty years’ tax preparation experience, as well as our dedication to remaining abreast of court rulings and changes to the tax code.

Lifestage Planning

Not all financial matters involve tax. Perhaps you need advice on how to save for retirement, send three kids to college, refinance your home, purchase investment properties, or select which electric vehicle to buy. As a full-service CPA firm, we are eager to field questions about the daily matters that affect your financial picture.