Our Services

JD Trefethen CPA, P.A. provides accounting and tax services scaled to the size of your business. We can do as much as function as your Chief Financial Officer, comprising your company's whole accounting department on an outsourced basis, or we can do as little as just prepare a year-end tax return. It is up to you and your company's needs. We can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

- Accounting and Bookkeeping
- Tax Planning and Return Preparation Services
- Payroll Services

Accounting and Bookkeeping

Our belief is that you should do what you do best, and leave the paperwork to us. Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our strength is to keep you organized, and to give you timely and relevant information, so that you can make the best decisions to lead your company. We have several accounting systems that we can put in place for your company in order to accomplish these goals in the most efficient and cost-effective manner.

We will provide compiled financial statements and consult with you so that you understand where your company stands and what you can glean from well-organized financial data. We can help you prepare budgets and map your progress toward your identified goals. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Communication is a priority with us, and we enjoy talking with you on a regular basis so that you are best prepared for your tax situation BEFORE year-end.


Whether you are an individual or operate a multi-tiered corporation or partnership, we can accommodate your needs for tax planning and preparation.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns. We can also help you with setting up employee benefit plans.