Courtney CPA, P.C.

Is Growing Yours

Certified public accountant in Mansfield, MA (show on map)

5.0

★★★★★

7 reviews

We are a Woman Owned Business Advisory Firm offering year-round business advisory, planning, and tax preparation for maximum business growth and tax efficiency, specializing in small businesses.

Call (508) 803-1388

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About

Courtney CPA, P.C. is a woman-owned accounting firm offering year-round business advisory, planning, and tax preparation services to maximize business growth and tax efficiency, with a focus on small businesses. The firm, founded in 2011, combines 'Big 4' experience with personalized small firm service, addressing the unique needs of entrepreneurs and service-oriented businesses across various industries.

Woman-owned business

Combines Big 4 experience with small firm service

Year-round advisory and tax preparation

Specializes in small businesses and helping professions

Services

Entity Structure Selection

Helps clients choose the optimal business entity (e.g., LLC, corporation) based on tax and operational needs.

Guidance on legal structures Tax implications analysis Operational feasibility review

Income Strategies and Cash Flow Planning

Develops strategies to optimize income and manage cash flow for small businesses.

Cash flow forecasting Income tax optimization Operational expense management

Business Operations & Documentation

Ensures proper documentation and operational procedures for business compliance and efficiency.

Document templates Compliance checks Operational workflow optimization

Independent Contractor - Employee Analysis

Analyzes classification of workers to ensure compliance with tax and labor laws.

Classification guidance Risk assessment Documentation support

Fringe Benefit Planning: Retirement Accounts - Health Costs

Plans for retirement benefits and health cost management to optimize tax benefits.

Retirement plan setup Health cost strategy Tax efficiency analysis

Accounting System Set Up

Sets up accounting systems tailored to the client's business needs.

Software selection Configuration Data migration

Credentials & Certifications

MA Licensed CPA

Since 2011

MST in Taxation from Bentley College

Since 200X

Tax Manager at Arthur Andersen

Since 200X

PMP Certification

Since 20XX

B.S.B.A. in Management Information Systems from UMass Lowell

Since 20XX

Reviews

Rating

★★★★★

Reviews

"The level of detail and accuracy in Marietta’s work is unmatched."

Frequently Asked Questions

What is the difference between an LLC and a corporation? +

An LLC provides personal liability protection and flexible profit distribution, while a corporation offers separate legal entity status, potential tax advantages, and easier access to capital through stock issuance.

How do you determine if a worker should be classified as an independent contractor or employee? +

Classification depends on behavioral control (who controls what, how, and when work is done), financial control (who reimburses expenses, provides tools, etc.), and type of relationship (written contracts, benefits, etc.).

What are the benefits of setting up a retirement plan for my business? +

Retirement plans can reduce taxable income, provide tax-deferred growth on contributions, attract and retain employees, and demonstrate long-term financial planning.

How often should I perform estimated tax payments? +

Estimated tax payments are typically required quarterly (January, April, June, September) for businesses with significant income that isn't subject to withholding.

What industries do you primarily serve? +

We serve a variety of industries including medical, physical therapy, technology, and other service businesses, with a focus on helping those in helping professions.

What sets Courtney CPA, P.C. apart from other accounting firms? +

Our firm combines 'Big 4' experience with personalized small firm service, emphasizing clear communication, educational support, and a proactive approach to business growth and tax efficiency.