CFG T&A
ACCOUNTING, TAXES, & FINANCIAL ADVISORS
At CFG T&A, we're committed to making taxes and accounting simple, accurate, and stress-free. We provide comprehensive tax preparation, accounting, and advisory services for individuals and businesses throughout Delaware.
With a team of more than 20 experienced professionals serving clients from three convenient offices across the state, we combine the personalized attention of a local firm with the expertise and resources to meet a wide range of financial needs.
Our mission is to deliver exceptional service while helping our clients achieve their personal and financial goals with confidence. Read More About Us
Our Services
Tax Services
Preparing your taxes doesn't have to be stressful. Our tax preparation services are designed to help individuals, families, and businesses file accurate, timely returns while identifying every deduction and credit available under current tax laws.
We take the time to understand your unique financial situation, ensuring your tax return is prepared with accuracy and attention to detail. Whether you have a straightforward return or more complex tax needs involving self-employment, investments, rental properties, or multiple income sources, we're here to provide reliable guidance every step of the way.
Our goal is to simplify the tax filing process, minimize your tax liability where legally possible, and help you stay compliant with federal, state, and local tax requirements. We are committed to providing responsive service, clear communication, and personalized solutions you can trust.
Our Tax Preparation Services include:
- Individual Tax Returns (Form 1040)
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Business Tax Returns
- Single Member Disregarded Entity/LLC & Sole Proprietorship (Schedule C)
- Partnership (Form 1065)
- S-Corporation (Form 1120-S)
- C-Corporation (Form 1120)
- Exempt Organizations/Non-Profits (Form 990)
- Trust & Estate (Form 1041 & Form 706)
- Tax Planning and Strategy
- Electronic Filing (E-File)
- Prior-year Tax Returns
- Amended Tax Returns
- IRS and State Tax Notice Assistance
Let us handle the complexities of tax preparation so you can focus on what matters most; your family, your career, and your business.
Accounting and Bookkeeping Services
Accurate financial records are the foundation of every successful business. Our accounting services provide the reliable financial information you need to make informed decisions, maintain compliance, and plan confidently for the future.
Whether you're a startup, a growing business, or an established company, we offer customized accounting solutions tailored to your unique needs. We work diligently to keep your financial records organized, accurate, and up to date, giving you a clear picture of your business's financial health.
By partnering with our firm, you'll gain more than accurate bookkeeping; you'll have a trusted advisor dedicated to helping you improve efficiency, manage cash flow, and support your long-term financial goals. We focus on delivering timely, dependable service so you can spend less time managing your finances and more time growing your business.
Our Accounting Services include:
- General Accounting and Financial Reporting
- Bookkeeping Services
- Bank and Credit Card Reconciliations
- Accounts Payable and Accounts Receivable Management
- Financial Statement Preparation
- General Ledger Maintenance
- Cash Flow Analysis
- Budgeting and Financial Forecasting
- Month-end and Year-end Closing Assistance
- Accounting System Setup and Support
Let us take the complexity out of managing your financial records, providing the clarity and confidence you need to make sound business decisions.
Audit Representation
Receiving a notice from the IRS or a state taxing authority can be overwhelming, but you don't have to handle it alone. Our audit representation services provide experienced, professional support to help you navigate the audit process with confidence and protect your interests every step of the way.
We communicate directly with tax authorities on your behalf, helping to gather and organize the necessary documentation, respond to requests, and address questions efficiently and accurately. Our goal is to reduce the stress of an audit while working toward the best possible outcome for your situation.
Whether you are an individual or a business, we are committed to providing knowledgeable guidance, clear communication, and dedicated representation throughout the process. We work diligently to ensure your rights are protected and that all interactions with taxing authorities are handled professionally.
Our Audit Representation Services include:
- IRS Audit Representation
- State and Local Tax Audit Representation
- Response to IRS and State Tax Notices
- Assistance with Document Preparation and Organization
- Communication with Tax Authorities on Your Behalf
- Review of Proposed Audit Adjustments
- Appeals Support when Appropriate
- Resolution of Tax Account Issues
If you've received a tax notice or are facing an audit, you don't have to navigate the process on your own. Our experienced team is here to provide the guidance, representation, and peace of mind you need from start to finish.
Payroll Processing
Managing payroll is one of the most important responsibilities of running a business. Our payroll processing services are designed to simplify the process, ensure employees are paid accurately and on time, and help your business stay compliant with ever-changing payroll tax requirements.
Whether you have a few employees or a growing workforce, we provide reliable payroll solutions tailored to your business's needs. From calculating wages and deductions to processing payroll taxes and filing required reports, we handle the details so you can focus on operating and growing your business.
Our team is committed to delivering accurate, timely, and confidential payroll services while reducing the administrative burden on your organization. We stay current with payroll regulations to help minimize errors, avoid costly penalties, and keep your payroll running smoothly.
Our Payroll Services include:
- Payroll Processing for Businesses of all sizes
- Direct Deposit and Paycheck Processing
- Payroll Tax Calculations and Filings
- Federal, State, and Local Payroll Tax Compliance
- Quarterly and Annual Payroll Tax Reporting
- W-2 and 1099 Preparation
- Employee Earnings Statements and Payroll Reports
- New Hire Reporting Assistance
- Paid Time Off (PTO) and Payroll Record Tracking
- Payroll Support and Ongoing Assistance
Let us take the complexity out of payroll management by providing dependable, accurate, and efficient payroll services that save you time and give you confidence that your employees are paid correctly and on schedule.
Business Consulting & Advising
Every business faces challenges and opportunities throughout its lifecycle. Our business consulting and advisory services are designed to provide the financial insight, strategic guidance, and practical solutions you need to make informed decisions and achieve your long-term goals.
Whether you're launching a new business, managing growth, improving profitability, or planning for the future, we work closely with you to understand your objectives and develop strategies tailored to your unique needs. We believe that sound financial guidance is the foundation of sustainable business success.
As your trusted advisor, we go beyond the numbers to help you identify opportunities, address challenges, improve operational efficiency, and strengthen your financial position. Our collaborative approach ensures you have the knowledge and support needed to make confident business decisions in an ever-changing marketplace.
Our Business Consulting Services include:
- Business Startup and Entity Selection Guidance
- Financial Analysis and Performance Reviews
- Budgeting and Cash Flow Management
- Profitability Improvement Strategies
- Financial Forecasting and Goal Setting
- Operational Efficiency Recommendations
- Succession and Exit Planning
- Business Valuations Support
- Ongoing Financial and Business Advisory Services
Our goal is to become a trusted partner in your success by providing proactive advice, practical solutions, and personalized guidance that helps your business grow, adapt, and thrive. Together, we'll build a stronger financial future for your business.
About Us
At CFG T&A, we're committed to making taxes and accounting simple, accurate, and stress-free. We provide comprehensive tax preparation, accounting, and advisory services for individuals and businesses throughout Delaware.
With a team of more than 20 experienced professionals serving clients from three convenient offices across the state, we combine the personalized attention of a local firm with the expertise and resources to meet a wide range of financial needs.
Our mission is to deliver exceptional service while helping our clients achieve their personal and financial goals with confidence.
While tax preparation is our specialty, our services extend well beyond tax season. We offer bookkeeping, payroll, accounting, business consulting, and audit representation. If you're contacted by the IRS or a state taxing authority, you won't have to face it alone as we'll represent you throughout the audit process, communicate with tax authorities on your behalf, and work to resolve the matter as efficiently and favorably as possible.
Whether you're filing an individual tax return, growing a business, or planning for the future, we're here to provide trusted guidance and year-round support every step of the way.
For more information about our services, please visit:
If you would like to discuss your needs with us, please contact us.
Our Offices
Email Us
For general inquiries, tax questions, or to schedule a consultation:
support@cfgatm.com →Useful Links
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