Welcome to Plan B CPA | Bookkeeping · Tax Planning · Advisory

Proactive Accounting & Tax Strategy for Small Businesses Ready to Grow

We help established business owners gain financial clarity, reduce tax exposure, and make smarter decisions. No more stressing about managing it all alone.

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Desbloquea tu éxito con Plan B CPA

A Smarter, More Proactive Approach to Accounting

We don’t just record history or file returns. We proactively monitor your financials, identify issues early, and help you make informed decisions before problems arise.

Your finances are overseen by a CPA-led team with public and industry experience, ensuring strategic tax planning, accurate reporting, and advice you can rely on.

As your business grows, your accounting should enable better decision-making and long-term clarity. We build systems and insights that scale with your business.

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Años de experiencia en la industria

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Clientes satisfechos

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Calidad garantizada

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Tu aliado para el ahorro de impuestos

  • Reportes financieros avanzados
    NUEVO
  • Planificación para la reducción de impuestos
    NUEVO
  • Servicios de contabilidad
    NUEVO
Contabilidad y Reportes Financieros

Financial Clarity That Supports Better Business Decisions

We provide accurate, timely financial reporting and CPA-led oversight so you can understand your numbers, plan ahead, and grow with confidence.

  • Contabilidad y Reportes Financieros
  • Gestión de cuentas por cobrar y cuentas por pagar
  • Planificación fiscal y cumplimiento tributario
  • Presupuestos y proyecciones financieras
Explore Our Accounting Services
Impuestos y Contabilidad para Pequeñas Empresas

Proactive Tax Compliance Without Last-Minute Surprises

We manage your federal, state, and local tax obligations with accuracy and foresight, helping you stay compliant while supporting long-term financial planning.

  • Federal, State, and Local Income Tax Filings
  • Information Returns (1099 Preparation & Filing)
  • Ongoing Compliance Oversight
  • Year-End Readiness & Review
Explore Tax & Compliance Services
Enfoque Estratégico de Planificación Fiscal

Proactive Tax Planning That Supports Smarter Business Decisions

We provide forward-looking tax planning aligned with your business goals to help you reduce exposure, plan ahead, and avoid surprises

  • Reduce Tax Exposure Through Proactive Planning
  • Align Tax Strategy With Business Growth
  • Avoid Surprises With Year-Round Oversight
Explore Tax Planning Services

A CPA-Led Accounting Partner for Growing Businesses

We provide ongoing accounting, tax, and advisory support designed to give business owners clarity, control, and confidence in their financial decisions.

Apply for a Free Strategy Call

Ongoing Accounting & Financial Reporting

Accurate, timely financial reporting delivered through a structured, CPA-led model. We keep your books clean and your numbers meaningful, so you can make informed decisions.

Tax Compliance & Oversight

Year-round tax compliance managed proactively to reduce risk and avoid last-minute surprises. Filings are handled accurately and on time as part of an ongoing relationship.

Strategic Advisory Support

Forward-looking guidance that helps you plan ahead, manage growth, and align financial decisions with your long-term goals.

Resultados tangibles presentados aquí

Descubre cómo nuestra experiencia financiera ha transformado negocios como el tuyo, ofreciendo resultados excepcionales y un crecimiento significativo.

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Con Plan B CPA | Contabilidad, Registro Contable y Asesoría, hemos visto un crecimiento notable y hemos ampliado nuestra base de clientes.
John Smith

Founder & CEO

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Incremento en la tasa de crecimiento de clientes

Gracias a Plan B CPA | Contabilidad, Registro Contable y Asesoría, hemos reducido costos y mejorado la rentabilidad.
Emily Johnson

Ejecutivo de cuentas

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Ahorro en costos operativos

La implementación de las estrategias fiscales sugeridas por Plan B CPA | Contabilidad, Registro Contable y Asesoría, llevó a aumentos significativos en los ingresos.
Michael Williams

Gerente de Negocios

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Incremento en los ingresos de la empresa

Preguntas Frecuentes

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Still have questions about working together? Review the FAQs, then apply for a strategy call if you believe we may be a good fit.

Apply for a Free Strategy Call

We work with established small businesses that want ongoing accounting, tax, and advisory support. Our clients value proactive planning, clean financials, and long-term partnership.

We’re generally not the best fit for early-stage startups or clients seeking one-time tax filings. Our services are designed for businesses looking for ongoing, CPA-led support.

All services are delivered through a structured, CPA-led model. This means your financials receive experienced oversight, supported by systems and a team designed to scale with your business.

Our core offerings are ongoing monthly services. In limited cases, we may take on project-based work when it aligns with a longer-term engagement.

We work with clients remotely across the United States, providing consistent, secure, and responsive support regardless of location.

While our firm is based in the Washington, DC metropolitan area, we primarily operate through a remote, CPA-led model. In-person meetings may be available for established clients in Northern Virginia on a limited basis.

Conectemos

Estamos aquí para ayudarte

¿Necesitas ayuda con un proyecto o tienes alguna pregunta sobre nuestro trabajo? Aquí estamos para ayudarte.

    ¡Ponte en contacto hoy y da el primer paso hacia una gestión financiera sólida y exitosa!

    Alex Willson

    Founder & CEO