Profile
Aligned CPA
ListedCPA Accounting, Tax Planning, and Law Firm Advisory
About
About
Aligned CPA is a Lake City, Florida CPA firm serving businesses in Alachua and the surrounding area.
The practice also focuses on solo and small law firms, with integrated bookkeeping, payroll, tax strategy, IOLTA accounting, and trust accounting.
Aligned CPA is a Lake City, Florida CPA firm serving businesses in Alachua and the surrounding area. The firm provides accounting, tax planning, bookkeeping, payroll, and advisory services for small and mid-sized businesses that need organized financial records, tax compliance support, and year-round planning.
The practice also focuses on solo and small law firms, with integrated bookkeeping, payroll, tax strategy, IOLTA accounting, and trust accounting. Source materials describe monthly trust account reconciliation, client ledger review against the bank, and connections with tools such as Clio and Practice Panther to help keep law firm financial systems coordinated.
Aligned CPA’s listed services also include IRS notice and audit help, business accounting, tax preparation and filing, CFO/business advisory, and support for firms that want clearer reporting and more structured financial management.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| CPA accounting advisory | Standard | ||
| Bookkeeping services | Standard | ||
| Payroll services | Standard | ||
| IRS notice and audit help | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Languages
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