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Professional Services

Traphagen CPAs & Wealth Advisors provides accounting and financial reporting, tax, and business advisory services to professionals. Our managing partner serves on the board of banking institutions, and our firm has alliances with attorneys and other business professionals.

Clients include:

  1. Attorneys
  2. Auto Industries
  3. Child Care Providers
  4. Consulting Firms
  5. Insurance Agents
  6. Medical Professionals
  7. Publishers
  8. Technology Consultants


Services include:

Accounting and Assurance Services:

  • Audits of financial services
  • Review and compilation of financial statements
  • Audits of 401K pension plans
  • QuickBooks consulting implementation
  • Preparations of 1099s and W-2s

Tax Services:

  • Tax return preparation
  • Tax planning strategies
  • Multi-state and local tax issues
  • Tax research
  • IRS representation
  • Liquidations

Advisory and Consulting Services:

  • Business structure
  • Bank and equipment financing assistance
  • Buy/sell agreements
  • Mergers and acquisition due diligence
  • Retirement planning
  • Benchmarking industry analysis
  • Profit improvement strategies