McAllister William B CPA

A Firm Rooted in Expertise and Client Care

At Carlson, McAllister & Associates Inc., we're more than just your average accounting firm. We pride ourselves on providing personalized, proactive accounting, tax, and financial planning services to individuals, businesses, and non-profit organizations. With a deep understanding of financial complexities and a genuine passion for client satisfaction, we've become trusted partners for countless clients across diverse industries.

What Drives Us

Our success stems from three core values that guide everything we do:

• Integrity: We uphold the highest ethical standards and maintain complete transparency in all our engagements.
• Expertise: Our team comprises experienced professionals who stay abreast of the latest financial regulations and industry trends.
• Client Focus: We prioritize personalized attention, open communication, and efficient service delivery to meet your unique needs.

Our Comprehensive Services

We offer a comprehensive range of services across various areas, including:

Individual Services

• Personal financial planning
• Retirement planning
• Estate planning and elder care
• Tax preparation and planning
• IRS representation
• Forensic accounting

Business Services

• Small business accounting
• Payroll management
• Part-time CFO services
• Business valuations and succession planning
• Strategic business planning

Tax Expertise

• Tax preparation and planning
• Tax problem resolution
• IRS audit representation
• Tax compliance consulting

Additional Services

• Forensic accounting
• Cash flow management
• Bank financing solutions

Client-Centered Approach

We believe in building strong relationships with our clients. We take the time to understand your unique situation, goals, and concerns. We work collaboratively with you to develop tailored solutions and provide regular updates throughout the process.

Schedule a Consultation

If you're seeking an experienced and reliable accounting firm that prioritizes client satisfaction, contact us today for a free consultation. We would be delighted to discuss your needs and explore how we can assist you in achieving your financial and business goals.