01 / STRATEGY
Tax Planning & Strategy
Year-round strategies to anticipate tax exposure and make smarter decisions before deadlines arrive.
Explore serviceA more thoughtful approach to accounting
More than
the numbers.
Beyond the expected.
Strategic tax planning. Clear financial thinking. A CPA relationship built around where you want to go—not just where you’ve been.
CLARITY · CONFIDENCE · STRATEGY
01 — THE DIFFERENCETHOUGHTFUL BY DESIGN
The best financial decisions don't happen once a year.
We bring perspective, proactive planning, and personal attention to the moments that matter most.
Discover our approach ↗Expertise with intention
Smart thinking.
Real impact.
We connect the details of your finances with the bigger picture, so you can move forward with greater confidence.
02 / BUSINESS
Business Tax Services
Tax compliance, entity structure guidance, and planning tailored to growing businesses.
Explore service03 / INDIVIDUAL
Individual Tax Services
Thoughtful preparation and planning for entrepreneurs, executives, professionals, and families.
Explore service04 / ACCOUNTING
Accounting & Bookkeeping
Accurate books, useful reporting, and financial processes that support better business decisions.
Explore service05 / ADVISORY
Business & Transaction Advisory
Practical perspective on growth, acquisitions, sales, and significant financial decisions.
Explore service06 / RESOLUTION
IRS Representation
Experienced guidance for notices, examinations, and tax matters that need careful attention.
Explore serviceThe way we work
Not just your CPA.
Your strategic advantage.
We believe the most valuable advice happens throughout the year—when decisions are being made, opportunities are emerging, and the right perspective can make a difference.
Get to Know Us ↗01.
PROACTIVE THINKING
Think ahead.
Make your next move with a plan—not a surprise at tax time.
02.
PERSONAL PARTNERSHIPS
Know your business.
Advice that starts with understanding your goals, challenges, and opportunities.
03.
CONNECTED PERSPECTIVE
See the whole picture.
Tax, accounting, and strategy working together—not in separate silos.
Meet the partners
Good advice starts
with great relationships.
Nicholas Shifflett, CPA
Partner
CC
Christopher Couch, CPA
Partner
MV
Matthew Viles, EA
Partner
Who we serve
Big decisions deserve
a bigger perspective.
Whether you're building a company or planning your financial future, our work starts with understanding what matters to you.
For business owners
Build with clarity. Grow with confidence.
From day-to-day financials to complex tax and transaction decisions, we help you see the path ahead.
For individuals & families
Make today’s decisions with tomorrow in mind.
Coordinated tax planning and preparation aligned with your broader financial goals.
Let's talk about what's next
Let’s build what’s next.
Connect with Shifflett & Co PLLC to discuss your tax, accounting, and advisory needs.
Request a Consultation ↗Preview only: contact email and scheduling must be configured before public launch.