Tax-optimized wealth management and creative solutions to help businesses
and individuals reach their investment goals.
Tax-optimized wealth management and creative solutions to help businesses
and individuals reach their investment goals.
Jarod Sweetland CPA, PLLC is a CPA and wealth management firm that helps clients connect the dots between taxes, investments, and their goals. Led by a CPA, we can bring the clients' complete wealth picture to light and build a creative strategy together under one roof. We focus on emphasizing the client's goals and life to build the right strategy.
Your goals deserve a plan as unique as you are. Our personalized financial planning services take a holistic approach, bringing together every aspect to create a strategy for today and tomorrow.
We provide complete tax preparation for individuals and businesses. Providing timely communication throughout the process. We don't just report what happened last year. We help shape what happens next.
We deliver CPA-level insight at every stage of the planning process. Our integrated tax preparation and proactive strategies are designed to minimize your lifetime tax bill, ensuring no opportunity passes you by.
Our business consulting services are designed to optimize operations and drive profitability. We provide customized solutions tailored to your unique challenges and goals, helping streamline processes and reduce costs.
Simplify your finances with expert bookkeeping that keeps your records accurate, organized, and always up to date, so you can focus on growing your business. Our team ensures compliance and clarity.
