Slade & Company

Advisory  Tax  Accounting

Since 2004

Tax Planning and Preparation

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Accounting and Bookkeeping

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CFO/ Controller Services

 

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Advisory Services

 

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About Us

-Who We Are-

Our History

Slade & Company was established in 2004 after the tech bubble burst. With so many small businesses and individuals needing timely advice, we parleyed our combined knowledge to help our clients navigate uncertain financial times.

 

The Firm’s focus has always been to provide a holistic approach in advising clients. We look at each problem, from multiple angles, to offer the best solution.

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15+ Years of Experience

While our firm has been in business since 2004, our staff has on average over 15 years of experience with accounting, advisory, and tax preparation.

Practice Area

-What We Do-

TAX PLANNING

Taxes are best approached before year end. It gives us the opportunity to utilize a variety of options to mitigate the taxes

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BOOKKEEPING

Our firm offers a complete range of bookkeeping services, including receivables, payables, and payroll management.

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CLOUD ACCOUNTING

We have partnered with some of the best and most reputable cloud accounting companies to bring you this innovative service.

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TAX REPRESENTATION

We represent clients in IRS tax disputes involving matters such as back taxes, collection actions, audits, tax appeals, and more.

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TRUST ACCOUNTING

We are ready to assist with trustee accounting and trust administration. 30+ years combined experience.

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 PAST YEAR TAX PREP

We can help you catch up with past tax returns filing.

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SOFTWARE SET UP

Save hours of frustration by allowing us to setup the software for you correctly.

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ON-SITE TRAINING

We train you or your employees to properly operate the software specifically for your business.

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Performance

-Why Choose Us-

What Makes Us Different

We are committed to providing our clients a holistic approach to their overall financial situation. We focus on assisting business owners, individuals and families achieve their short and long term financial goals. We get to know every client personally. We believe this is essential in the development and implementation of a successful financial strategy.

Meet Our Team

Request Consultation

We love getting to know new clients and provide a Request Consultation to review any previous returns you have questions about and to talk about the high level concerns you may have.

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Our Partners

We work with a variety of companies to help solve our clients needs. These include the areas of accounting software, insurance, financial planning, and estate and legal needs. If you are in need of help beyond the scope of our normal business please ask us to refer you to one of our trusted partners

Slade & Company

February 1st – April 15th & October 1st – 15th
Monday - Thursday

9:00 am - 6:00 pm
Friday

9:00 am - 4:00 pm

October 16th – January 31st & April 16th – September 30th
Monday - Thursday

9:00 am - 4:00 pm
Friday

Closed

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