Built into the structure of your financial journey.

Procyon Tax & Accounting

A team of tax and accounting experts working on your behalf, with your advisor, to help you minimize tax impact and keep your finances aligned.

Individual Tax
Work with experienced tax professionals and develop tax-saving strategies for your income, investments, estate and gifts to better meet your short- and long-term financial goals.

Business Tax
Whether you are running a C corporation, S corporation, LLC, partnership or sole proprietorship, get help structuring business transactions to minimize the tax impact and take advantage of tax benefits.

Business Valuation
Many tax, litigation, transaction and regulatory situations require the value of a business or its components to be understood. Access the support you need and the valuation methodologies appropriate to your situation.

Business Accounting
Because we want you to be able to focus on managing and growing your business with confidence knowing your back-office accounting is in good hands.

Accounting Advisory
Take your business to the next level with an array of value-added services to help identify and tackle your challenges and boost growth, productivity and business value.

Outsourced CFO/Controller
Industry-tailored expertise and temporary financial leadership support during periods of transition or when adding a full-time resource to the payroll is unwarranted or cost prohibitive.

Forensic & Litigation
Specialized financial analysis and expert witness support, through our partnership with Seperack and Company.

One team, working ahead of tax season, not behind it

For most people, a financial advisor and a tax preparer operate as two separate relationships, often two separate firms, each seeing only part of the picture until it is time to file. That structure tends to leave planning compressed into filing season rather than in motion and coordinated all year.

Procyon’s tax and accounting team works directly alongside your advisor, so tax considerations get reviewed as decisions come up, not reconstructed after the fact. The result is fewer surprises and a more proactive relationship with your finances throughout the year, not just during filing season.

For individuals and families managing personal, estate, and gift tax needs, at every stage of life.

Whether you are planning ahead or responding to a change in your circumstances, our team brings a clear, coordinated plan to your tax situation, so you always know where you stand.

Federal and state income tax preparation
Income tax planning and multi-year projections
Gift tax return preparation
Estate and trust tax preparation
Representation before the IRS and state agencies
Custom, direct communication throughout the year

For business owners managing tax, succession, and the accounting behind the business.

Business Tax and Accounting Services

Tax

Business tax planning and filing for C corporations, S corporations, LLCs, partnerships, and sole proprietorships
State and local tax (SALT) compliance
Entity selection and restructuring, often the first decision that determines how smoothly a future sale or transition goes
Tax credit and incentive identification
Ad hoc tax strategy analysis, including cost segregation studies, Section 179 vehicle and equipment deduction planning, and cash balance plan design
Not-for-profit filings (Forms 990, 990-T, 990-PF and related state forms)
Tax controversy representation

Accounting, in-house

Monthly, quarterly, or annual bookkeeping and write-up
General ledger and financial statement preparation
QuickBooks implementation and advisory services
Payroll processing and compliance
Reviews and compilations
Cash flow budgeting, forecasting, and financial projections

Finance Leadership

Outsourced CFO/Controller support

Meet the team

Let’s talk about your tax and accounting needs.

Existing Tax and Accounting Client?New to Procyon?