Sweeten CPA

• Give legal advice
• Process your estimated tax payments
• Handle your IRS refund
• Manage your human resources (HR) processes

For more complex needs in these areas, Sweeten CPA states that they can refer clients to other professionals.

Example resource topics

The resources page links to information and tools for:

• Extending tax returns
• Scheduling estimated tax payments
• Finding the status of your IRS refund
• Understanding what is sales-taxable
• Sales tax best practices
• What information to provide contractors
• What information to provide employees

Services overview

Sweeten CPA is an advisory firm providing sophisticated solutions and strategies for small businesses, with a focus on proactive tax and accounting support.

Advisory services

Sweeten CPA provides future-looking tools to equip business owners with the metrics they need to run their business tranquilly.

Advisory services include:

• Custom dashboards
• Advisory meetings
• Tax projections
• Goal monitoring

Advisory meetings are dedicated time for you and your Tax Advisor to plan for the future, protect your present, and close out your past. Sweeten CPA recommends two to four meetings per year for proactive work, with additional meetings available when issues arise.

Topics commonly covered in advisory and tax strategy work include:

• Planning maximum deductions
• Using the best structure for entities
• Timing events for lower tax

Bookkeeping services

Bookkeeping services include:

• Transaction categorization
• Reconciliations
• Monthly reports
• Process improvement

Regular maintenance of your bookkeeping provides a clear image of your activity for both your internal needs and your tax team. This data also feeds into your custom dashboard.

Value strategy and business valuation

Whether you are looking to sell your business in two years or twenty, Sweeten CPA supplies reports and support to elevate your negotiations.

Value strategy services include:

• Seller's discretionary cash flow analysis
• Valuation reports (various levels of reports)
• Review meetings

Tax filing services

Sweeten CPA prepares tax filings with an emphasis on applying available deductions while remaining compliant with the IRS.

Areas commonly handled include:

• Business owner tax deductions
• Rental properties
• Stock options
• K-1 investments

Additional planning topics

Other planning areas highlighted by Sweeten CPA include:

• Benefit planning (hiring vs. contracting, employee retention, retirement plan tax impacts, health and other benefits)
• Wealth building (meeting retirement goals through consistent actions and tax-free growth strategies)
• Tax compliance (managing filing and payment deadlines, using safe harbor rules when appropriate, filing extensions, and supporting an easy-to-use process for approving tax returns).

1. Send inquiry through the website or by phone.
2. Receive more information from the firm.
3. Schedule an introduction call.
4. Schedule a proposal call.
5. Receive a proposal.
6. Review and accept the proposal.
7. Begin onboarding.

Clients Sweeten CPA works with

Sweeten CPA works with clients in all industries. A typical client is a business owner who needs advisory services and/or bookkeeping in addition to annual tax filings.

Industries frequently served include:

• Construction
• Pharmacies
• Real estate
• Restaurants
• Professional services
• Other small business industries

Your advisory team structure

When you become an advisory client, you are supported by more than one CPA and a full team that works together to meet your tax and accounting needs.

A typical assigned team includes:

• Tax advisor
• Tax drafter
• Bookkeeper
• Bookkeeping team lead
• Tax advisor's executive assistant

Support departments that may assist include:

• eFile
• Administration
• Billing

Contact information

• Email: info@sweetencpa.com
• Phone: 512.300.0282
• Fax: 737.377.0015

Office location

Sweeten CPA 9501-B Menchaca Road, Ste. 210 Austin, Texas 78748

Office hours

• Monday – Friday: 9:00 am – 5:00 pm
• Saturday: Closed
• Sunday: Hours are not listed on the website.

Firm leadership

• Michele Sweeten Rabinowitz, President and Principal CPA – Founded Sweeten CPA in 2000, focusing on small businesses and high-level advisory services for clients seeking above-average results from their CPA and financial partner.
• Abigail Jones, Vice President, CPA – Oversees advisory clients and internal management, with strengths in improving accounting processes and supporting GAAP audits.
• Andrew Wallin, Tax Manager, CPA and shareholder – Manages the tax department and specializes in business returns, mergers and acquisitions, and international tax issues.
• Christiana Schaefer, Bookkeeping Department Manager – Reviews, analyzes, and oversees bookkeeping work, using experience in payroll and tax and certifications in QuickBooks Online and Xero.
• Ann Brooke, Operations Manager – Keeps operations running smoothly, drawing on experience in bookkeeping and tax drafting and an industrial engineering background.
• Additional managers and team leads – Including roles such as Logistics Manager, Bookkeeping Team Lead, Support Manager, Client Relations Manager, Accounts Receivable Manager, Senior Accounting Analyst, HR and Special Projects Coordinator, and others.

Team composition

The Sweeten CPA team includes:

• CPAs and tax advisors
• Bookkeepers and accounting analysts
• Tax drafters and assistants
• Support staff and executive assistants
• eFile and front office team members
• Operations, logistics, HR, and billing specialists

This multi-disciplinary structure is designed to provide year-round, proactive tax, bookkeeping, and advisory support for small business clients.

Ask anyway — the agent will say plainly that it is not published rather than guess.