Garretson Robert M CPA

Our Vision

Robert M. Garretson, CPA, founded our firm over 30 years ago with a vision to empower businesses like yours through personalized financial guidance and strategic planning. We believe every business is unique, and we tailor our services to meet your specific needs and goals.

What We Do

We offer a diverse range of services to address all aspects of your financial health, including:

Business Management Services

• Comprehensive financial analysis and reporting
• Budget planning and implementation
• Expense control and optimization
• Revenue analysis and growth strategies
• Payroll analysis and optimization
• Credit card and cash flow management

Tax Services

• Strategic tax planning and compliance
• Individual tax preparation for businesses and owners
• Specialized expertise in state and federal tax regulations

Personal Finance Services

• Individual tax planning and preparation
• Retirement planning and investment guidance
• Estate planning and wealth management

Our Approach

We take a proactive and collaborative approach to working with our clients. We listen carefully to your needs and goals, then work together to develop customized plans and strategies to achieve them. We provide clear and concise explanations in accessible language, ensuring you understand every step of the process.

Our Values

• Integrity: We uphold the highest ethical standards and maintain the strictest confidentiality of client information.
• Client-Focused: We prioritize your needs and work tirelessly to deliver exceptional client experiences.
• Results-Oriented: We focus on delivering tangible outcomes and measurable improvements to your business.
• Communication: We believe in open and honest communication throughout the process.

Who We Serve

Our diverse team of experienced professionals serves a wide range of clients, including:

• Design firms
• Professional service providers
• Service-based businesses
• Startups
• Established businesses undergoing growth
• Business owners transitioning ownership

Contact Us Today

If you're ready to take control of your finances and achieve your business goals, contact Robert M. Garretson, CPA today. We look forward to partnering with you and helping you achieve success!