managing finances just got easier.

welcome to aegis cpa.

We’re on a mission to help people and small business owners manage their finances in a simple and easy way. No hard to read terms. No confusing lingo. Just easy money management.

Minimalist workspace with a laptop displaying code on a table, accompanied by a smartphone and a latte art coffee.

trusted & experienced.

Father-Son Duo, Focused on Your Success.

At Aegis CPA, we do more than just crunch numbers—we empower businesses and individuals with strategic financial solutions that drive growth and security. Whether you're a business owner, entrepreneur, or corporation, our expert team provides tailored accounting, tax, and advisory services designed to protect and optimize your financial future.

With a commitment to precision, integrity, and personalized service, Aegis CPA is your trusted partner in navigating the complexities of finance. Let us handle the numbers, so you can focus on what you do best—building your business.

Two people analyzing financial charts with a calculator and laptop on a desk.

Explore our services.

trust us to guide your finances.

From bookkeeping to strategic financial planning, we go beyond the numbers—helping you make informed decisions that drive success.

  • Services include:

    • Monthly, quarterly, and annual bookkeeping

    • Chart of accounts setup and cleanup

    • Financial statement preparation

  • Services include:

    • Individual & business tax preparation

    • IRS representation

    • Sales tax compliance

    • Payroll compliance

  • Services include:

    • Cash flow forecast and projections

    • Management assistance and consulting services

work with us.

let’s get started.

Please take a moment to fill out the details. After completing the form, you will be redirected to schedule a time to discuss your needs.