Mitchell CPA Financial & Tax Advisory
A comprehensive tax, accounting, and advisory firm for individuals and small to midsize businesses
Mitchell CPA, Where Expertise Meets Personalized Service. Specializing in Tax, Advisory, and Retirement Planning
Welcome to Mitchell CPA, where we believe in building strong, personal connections with our clients. With a focus on enhancing business financials and optimizing IRA tax strategies, Taylor Mitchell, our seasoned CPA licensed in Kentucky and Florida, brings over a decade of expertise to every client interaction. At Mitchell CPA, we pride ourselves on delivering personalized solutions tailored to your needs, ensuring your success and peace of mind. Let us be your trusted partner on your journey
TAX PREPARATION & PLANNING
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
SMALL BUSINESS CONSULTING & BOOKKEEPING
Many small businesses have a CPA to file their tax return but are missing that more in depth consulting. We provide a more in-depth advisory service including bookkeeping, bookkeeping consulting, payroll, investments, advice on Simple IRA’s 401K’s and other investment products, financial planning, and helping business and individuals with their day to day decisions.
TAX EFFICIENCY & RETIREMENT PLANNING
Do you have a sizable IRA, 401K, or Pension?
We specialize in maximizing income tax efficiency over a taxpayer lifetime. With recent and future tax changes the need for planning income tax recognition has only increased. If you are not thoughtful about your future tax liability you could be costing yourself thousands of dollars.
At Mitchell CPA Financial & Tax Advisory we provide services on a personal level by taking a holistic approach to financial, tax, and life planning. We focus on long-term after-tax returns, and believe by helping individuals make better short-term decisions they can dramatically affect their long-term goals.