Tax and Accounting Services - The Little CPA

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Work with Chérie

Chérie is a Tax Manager at a National Financial Services Firm and the Creator of The Little CPA.

Ranked as one of the Most Prestigious Accounting Firms, her employer offers tax, wealth management, audit and other quality financial services.

Within the firm, Chérie provides tax and compliance services for nonprofits and high net worth individuals.

Her clients type includes –

Executives of Middle-Market Social Enterprises and Nonprofits (Revenues between $10 million and $1 billion)
Owners (or founders) of Middle-Market Business and Nonprofits (Revenues between $10 million and $1 billion)
Accredited Investors and Real Estate Investors with Multi-Million Dollar Portfolios
Grantors, Trustees or Beneficiaries of Complex Estates

If you resonate with the clients listed above, complete the survey below!

If not, you can find another qualified CPA or Enrolled Agent for your tax and accounting needs here.

Tax and Accounting Services

Please complete this form if you are a business or nonprofit executive of a middle-market organization, accredited investor or high-net-worth individual. Our fees and services best compliment those whose organizations are structured accordingly. Thank you!

First and Last Name or Business Name
Service Request
Please select each service you are looking to fulfill.
Gross Receipts
Select the category that best describes your annual gross receipts (this includes all income, it does not include expenses). If gross receipts are less than $500K, please consider contacting a different tax professional. Fees are structured for individuals and organizations with complex transactions and high level tax and accounting needs.
Assets
Please select the category that best describes your end of year assets. This includes the value of your cash, savings, investment, property and equipment. If asset value is less than $500K, please consider contacting a different tax professional. Please keep in mind, fees are structured for individuals and organizations with complex transactions and high level tax and accounting needs.
Email
Website
Other
Please provide any other information relevant to your request.

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