Welcome to Plan B CPA | Accounting, Bookkeeping, Advisory
Small Business Bookkeeping, Tax & Advisory Services
Increase Your Financial Efficiency Today - Contact Us for Expert Small Business Solutions!


Unlocking Success with Plan B CPA
Explore Our Unique Benefits and Standout Features
Decades of experience and dedication ensure exceptional results. Trust us for your financial success journey!
Transparency, honesty, and integrity build strong relationships. Join us for unparalleled financial peace of mind!
Agile and effective solutions streamline processes, maximizing your performance. Optimize your finances with our proven expertise and innovative approaches!

Years of industry experience

Happy Customers

Quality Quaranteed

Your partner for tax savings
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Advanced Financial ReportingNEW
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Tax Reduction PlanningNEW
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Accounting ServicesNEW
Small Business Tax & Accounting
Ensuring Regulatory Compliance
Say goodbye to financial stress and embrace unparalleled growth. Our expert team will file the required paperwork on time so you can avoid unnecessary penalties. Experience the difference with Plan B CPA | Accounting, Bookkeeping, Advisory.
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Income Tax, Property Tax, Annual Returns
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Knowledgeable Local Sales & Use Taxx
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1099 filings
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Other State and Local taxes


Bookkeeping & Financial Reporting
A more profitable and scalable business with Plan B CPA
We'll take care of your books while you focus on your business strategy.
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Bookkeeping & Accounting Services
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Accounts Receivable & Accounts Payable Management
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Tax Planning & Compliance
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Budgeting & Forecasting
Strategic Tax Planning Approach
Proactive Tax,
Reduction Planning
With Plan B CPA | Accounting, Bookkeeping, Advisory. your taxes are done right the first time so you never have to deal with late fees or filing penalties.
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Capitalize on market opportunities
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Minimize investment risks
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Realize growth potential

Your Bookkeeping and Accounting Experts
We empower small business entrepreneurs by offering in-depth understanding of your financials.

Comprehensive Accounting Services

Tax Compliance

Advisory Services
Tangible results shared here
Discover how our financial expertise transformed businesses like yours, delivering exceptional results and growth.
With Plan B CPA | Accounting, Bookkeeping, Advisory. We've seen remarkable growth and expanded our client base.

John Smith
Founder & CEO
Increase in customer growth rate
Thanks to Plan B CPA | Accounting, Bookkeeping, Advisory, financial consulting, we've reduced costs and improved profitability.

Emily Johnson
Account Executive
Saved in operational costs
Implementing tax strategies suggested by Plan B CPA | Accounting, Bookkeeping, Advisory, led to significant revenue increases.

Michael Williams
Business Manager
Increase in company revenue
Frequently Asked Questions
Got a question?
Get your answer
Get answers to common queries about our services, policies, and more. Get in touch with us.
We offer a variety of services including accounting, tax advisory, financial consulting and much more. Our goal is to offer comprehensive solutions for your financial needs.
We specialize in providing accounting and financial advisory services to small and medium-sized businesses. We have experience working across a wide range of industries and are committed to helping our clients achieve their financial goals.
We have over 10 years of experience in the accounting and financial services industry. Our team provides services to clients nationwide, with a base of operations in Washington, DC. We pride ourselves on providing high quality financial advice to businesses of various industries and sizes across the country.
Let's connect
We’re here to help
Need help with a project, have a question about our work? We’re here.
Get in touch today to take the first step towards solid and successful financial management!
Alex Willson
Founder & CEO
