Strategic Tax Planning & CFO Services That Save You Money and Time

Helping 6- & 7-Figure Entrepreneurs Keep More Profits Through Proactive Tax Strategy, Clean Financials, and Expert Advisory Services

Schedule Your Strategic Planning Session

Value Proposition Section:

Stop Overpaying in Taxes. Start Building Wealth.

As a CPA with 20+ years helping successful entrepreneurs, I know you didn't build your business to hand over unnecessary profits to the IRS.

We specialize in three things that matter most to your bottom line:

Strategic Tax Planning

Proactive strategies that save our clients an average of $30,000+ annually

(not just filing returns)

Done-For-You Accounting

Clean, accurate books delivered monthly so you always know where you stand

Fractional CFO Advisory

High-level financial strategy without the six-figure salary

Who We Serve:

Built for Ambitious Entrepreneurs Who've Outgrown Their Current CPA

You're our ideal client if you:

✓ Generate $500K - $5M in annual revenue

✓ Know you're overpaying in taxes but don't know how to fix it

✓ Need strategic financial guidance, not just a tax preparer

✓ Want a proactive partner, not a reactive accountant

✓ Are ready to optimize your finances for wealth building

Chase Eason & Associates, Inc. is licensed in NY and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.

As a Certified John Maxwell Coach, Speaker, and Trainer, Sharon Chase-Eason was both mentored and trained by John and his hand-picked faculty to effectively take leaders on the journey to achieve a higher level of awareness to have the life they desire. Services are customized to help individuals, organizations and teams achieve success through coaching and training.

Sharon Eason,

Strategic Financial Business Leader

Schedule Your Strategic Planning Session

Tax Strategy & Planning

Stop leaving money on the table. We conduct comprehensive tax planning throughout the year—not just at year-end—identifying every legal strategy to minimize your tax burden.

↩ Quarterly tax planning sessions

↩ Proactive strategy implementation

↩ Entity structure optimization

↩ IRS representation & resolution

Accounting & Bookkeeping

Get pristine books without lifting a finger. We handle everything so you can focus on growing your business.

↩ Monthly financial statements

↩ QuickBooks management

↩ Cash flow analysis

↩ Financial reporting

Fractional CFO Services

Get Fortune 500 financial strategy at a fraction of the cost. Perfect for businesses ready to scale strategically.

↩ Financial forecasting & budgeting
↩ Profitability analysis

↩ Growth planning

↩ KPI dashboards

FAQs

My company's books are a nightmare. I don't even know where to start!

We take care of your books for you, so you can get back to the job of running your business and generating profits.

I started this business to make my life easier but I spend more time working and less with my family, I don’t understand why.

Yes, we work with clients globally for both types of services. The use of technology has afforded us the opportunity to share data via a secured portal and the use of various online platforms allows us to communicate with you easily.

I made a mistake on my taxes.

Don’t do it alone. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

I have to file an audit report for my Not-for-Profit organization. What do I need?

Audits are complicated and require a CPA to sign off on them. Give us a call to assist you with all of your not-for-profit compliance needs (990, audit filings etc.)

I am paying too much in taxes each year.

We are here to help you. Tax planning is all year not just a year end event. We can help you by doing a comprehensive analysis on your books and records and make recommendations.

How much are your business coaching services? and masterminds?

Coaching and mastermind services are customized for each client. Contact us to discuss your nAbout Seceeds.

Featured Newsletter

Click here to read more

Newsletter

Ready to Keep More of What You Earn?

Start With a Free Tax Savings Assessment

Discover how much you could be saving with proper tax strategy.

Our complimentary assessment typically uncovers $15,000-$50,000 in missed deductions and savings opportunities.

Get Your Free Tax Assessment

Limited spots available - We only work with 50 clients to ensure premium service

Schedule your call today at
(866) 721-5356

ASK QUESTION

SEND A FILE

SUBSCRIBE

Fill out this form and let us know how we can be of service.

We will offer you a complimentary consultation to determine how we can best serve you.

Schedule Your Strategic Planning Session

Ready to Keep More of What You Earn?

Start With a Free Tax Savings Assessment

Discover how much you could be saving with proper tax strategy. Our complimentary assessment typically uncovers $15,000-$50,000 in missed deductions and savings opportunities.