A warm, organized workspace prepared for business planning and financial review

Focus on your business, not your books.

Clear financial guidance, proactive tax planning, and dependable support to help you make confident decisions throughout the year.

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What It's Like to Work With Purtee CPA

Building long-term relationships through practical advice, proactive planning, and dependable year-round support.

Practical Guidance

Advice you can understand.

Tax and financial decisions shouldn't be confusing. We explain your options in plain language so you can move forward with confidence.

Year-Round Partnership

Support beyond tax season.

Questions don't only come up in March and April. We're available throughout the year to help you navigate opportunities, challenges, and important decisions.

Proactive Planning

Preparing for what's next.

From tax planning to cash flow discussions, we help you look ahead so you can make better decisions before deadlines arrive.

Built Around Your Business

Advice tailored to your goals.

Every business is different. We take the time to understand yours so our recommendations fit your priorities, your industry, and your long-term plans.

A strong foundation

Good decisions start with good information.

Accurate, timely bookkeeping and tax preparation are the foundation of every business relationship at Purtee CPA. They give us a clear picture of where your business stands and create the starting point for what comes next.

For some business owners, dependable bookkeeping and tax support is exactly what they need. For others, that foundation opens the door to more proactive planning and guidance.

  • Foundation

    Bookkeeping & Tax

    Reliable financial records and tax compliance give your business a strong foundation.

    • Monthly bookkeeping
    • Financial statements
    • Business tax return
    • Year-end review
    • Year-round support

    Best for: Businesses that need dependable bookkeeping and tax compliance.

  • Growth

    Proactive Tax Planning

    Plan before year-end to reduce surprises and identify tax-saving opportunities.

    • Everything in Foundation
    • Tax planning meeting
    • Estimated tax guidance
    • Year-end strategies
    • Ongoing planning support

    Best for: Businesses that want to make proactive tax decisions.

  • Partnership

    Strategic Advisory

    Use your financial information to make confident decisions and guide your business forward.

    • Everything in Growth
    • Strategy meetings
    • Cash flow planning
    • KPI reviews
    • Growth and decision support

    Best for: Businesses looking for an ongoing financial partner.

Additional Services

Supporting your business beyond bookkeeping, tax compliance, and advisory.

Individual Taxes
Payroll
Tax Planning
QuickBooks Consulting
Budgeting & Forecasting
General Accounting

Testimonials

  • “Mr. Purtee has walked us through changing our General Contracting business from a sole proprietorship to an LLC. He made himself available to answer questions and to inform us of what would be expected to stay in good standing with Federal and State tax laws. Our business and personal tax returns were prepared timely and confidentially. I recommend!”

    — Brenda | Review

  • “I came to Purtee CPA for my taxes. I've been to CPAs in the past where I felt rushed and like they missed deductions because they weren't attentive or listening, but I felt he really sat down and talked to me. Plus, he is helping walk me through the steps of creating a PLLC. Very happy with his services.”

    — Victoria | Review

  • “First time using Purtee, and I was very pleased. We spoke about several items in our taxes for this year, but immediately began prepping for next year, as well. Jeffrey is a great resource for anyone needing assistance with minimizing the amount they owe, as well as planning for the future.”

    — Will | Review

  • “Jeffrey is great to work with and very efficient. You won’t find better customer service and support.”

    — Drew | Review

A relationship built on communication

Good advice is most useful when there's still time to act on it.

That's why I encourage clients to reach out when questions come up or before making an important business or financial decision. You don't need to wait until our next scheduled meeting to have a conversation.

The goal is to understand your business well enough to provide useful guidance when you need it.