Business Details
21 Years
experience
Expert CPA Services for Small Businesses & Individuals
William A Olson CPA, PLLC is a modern accounting firm dedicated to providing comprehensive tax and financial services to small businesses and individuals. With over two decades of experience owning and operating a tax and accounting practice, combined with a decade of expertise at Big 4 firms and a large regional firm, we bring unparalleled knowledge to every client engagement. Our practice specializes in income tax preparation, tax planning, accounting, bookkeeping, and payroll services tailored to meet the unique needs of family-owned businesses, closely held enterprises, and individual taxpayers. We serve clients across multiple industries including real estate, construction, professional services, and retail. Our 100% virtual operations allow for seamless client interactions through secure digital platforms and telephone consultations.Clients submit documentation via encrypted portals or traditional mail, with returns processed in the order received. We emphasize proactive tax planning strategies to reduce liabilities, optimize cash flow, and align financial decisions with long-term goals. Our services include income timing strategies, deduction optimization, business tax planning, retirement planning, and tax-advantaged investment guidance. We maintain year-round support to help clients navigate changing tax regulations and maximize financial opportunities. Our commitment to excellence is demonstrated through customized strategies that reflect each client's specific circumstances and objectives.
Services
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Payroll Services
Tax Dispute Resolution
Details
- Year established: 2005
Highlights and features
- We offer 20 years of experience in tax and accounting services
- Our team includes professionals with experience at Big 4 firms
- We provide 100% virtual services with secure document submission
- We specialize in tax planning strategies to minimize liabilities
- Our practice focuses on small businesses and individuals across multiple industries
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We handle various forms including 1040, 1065, 1120S, and 1120, catering to small businesses and self-employed professionals. With expertise in multiple industries, we streamline the process to minimize errors and maximize refunds.
Tax Planning
We develop customized tax planning strategies to reduce liabilities and optimize financial outcomes. Our services include income timing strategies, deduction optimization, and retirement planning guidance. We help clients navigate complex tax regulations while aligning financial decisions with long-term objectives.
Accounting
Our accounting services provide comprehensive financial management solutions for small businesses. We offer accurate record-keeping, financial statement preparation, and regulatory compliance support. Our expertise ensures businesses maintain proper financial documentation for decision-making and tax purposes.
Bookkeeping
We provide complete bookkeeping services to maintain accurate financial records for businesses. Our services include transaction recording, account reconciliation, and financial reporting. We ensure organized financial data that supports effective business management and tax preparation.
Payroll Services
Our payroll services handle all aspects of employee compensation processing. We manage tax withholdings, wage calculations, and regulatory filings to ensure compliance. Our solutions help businesses maintain accurate payroll records while reducing administrative burdens.
People
William A. Olson
CPA
William A. Olson is a certified public accountant with over 20 years of experience running his own tax and accounting firm, along with 10 years at Big 4 firms. He specializes in tax preparation, planning, and services for small businesses and individuals across multiple industries.
Questions
What accounting services do you offer?
We provide tax preparation, accounting, bookkeeping, payroll services, and comprehensive tax planning strategies for small businesses and individuals.
Do you offer virtual accounting services?
Yes, we operate as a 100% virtual accounting firm with secure document submission options and remote consultations via Zoom or telephone.
What industries do you specialize in?
We serve clients in real estate, construction, professional services, retail, and other industries with tailored tax and accounting solutions.
How can I submit my tax documents?
Clients can submit documentation through our secure portal or by traditional mail via USPS, UPS, or FedEx services.
What tax planning strategies do you use?
We employ income timing strategies, deduction bunching, business optimization techniques, and retirement planning solutions to minimize tax liabilities.
Reviews (5)
Carol Olson
Jun 24, 2021
Report
William has been helping me with my taxes for several years now. I'm very happy with his professionalism, accuracy, tax planning advice, and quick turnaround time. I highly recommend this CPA!
Tracy Banish
Jun 13, 2021
Report
My husband and I have been using Bill for both our personal & business tax services for years. He's always available when we have questions and is very knowledgeable. He handles my payroll and has helped guide us over the years to help us save money on taxes. We highly recommend him.
Ronald Shlansky
May 31, 2021
Report
He is respectful, straight to business, does a good job, all while being a reasonable price. At first, I just had him do some of my taxes if I was overwhelmed, but now I'm old enough to just not care and have him do everything. Even when he is handling all of your payrolls and taxes, he remains calm and respectful, I would definitely recommend him to older folks.
James Clement
Apr 22, 2021
Report
Bill Olson is wonderful to work with. He is very professional, responsive, knowledgeable, proactive, and cares about his clients. He has helped me tremendously in a bind and cannot recommend him enough!
Doug
Jun 09, 2020
Report
William has been doing my business and personal taxes for 6 years. William has done an EXCELLENT job for me. He is always available for phone calls and meetings when necessary. He is always 100% up to date on any new tax laws and changes. Always gives Great advice. He has come to our office on multiple occasions to help us with QuickBooks. We have used several different CPA's over the years and William is by far the best and VERY fair with his rates.
