Our Services

Through planning and continuous advice, SoCCFA assists businesses with their financial needs. SoCCFA also offers support for individuals with various financial needs. We have a vested interest in assisting them in achieving their strategic objectives.

Business Services.

Established businesses may rely on us for accounting, bookkeeping, payroll, and tax preparation. We also provide consultation, financial analysis, predictions, and forecasts to help new firms get off the ground.

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Business Planning & Development

Strategic planning is required for corporate growth. You must know where you're heading and how best to get there if you want to utilize your resources as wisely as possible. Thankfully, SoCCFA is here to assist you. Our knowledgeable and experienced members will give you the unique ideas you need to help your firm achieve and exceed its objectives.

Personal Consultation

We work with individuals to provide tax planning and preparation, estate and gift tax planning. We can also assist with personal financial statement preparation and compilation, as well as financial consulting and planning.

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