Business Details
22 Years
experience
Your Trusted CPA Partner in Burlington, VT
Founded in 2004, Associates in Accounting is a locally rooted CPA firm serving individuals and small businesses across the Champlain Valley. Our approach combines personalized service with deep technical expertise, prioritizing active listening to build lasting client relationships based on trust. With a team led by Craig E. Isvak, a Certified Public Accountant and Certified Valuation Analyst, we deliver tailored financial leadership through tax planning, business consulting, and wealth management services. Our staff maintains extensive experience in both public accounting and corporate finance, having served clients ranging from solo practitioners to multi-million-dollar enterprises. We emphasize proactive financial strategies, including year-round tax planning and business succession guidance, to help clients minimize liabilities and maximize growth.Our commitment to work-life balance ensures dedicated attention to each client while maintaining professional excellence. Located in Burlington, Vermont, we serve clients through two offices in South Burlington and Waitsfield, offering both in-person and remote support. Our services extend to payroll processing, QuickBooks support, and IRS tax problem resolution, addressing comprehensive financial needs. We maintain active involvement in local business communities while adhering to rigorous professional standards through certifications like Accredited in Business Valuation (ABV). Our philosophy centers on treating every client as our sole priority, providing clear insights about financial decisions while empowering clients to choose their optimal path forward.
Services
Tax Planning
Business Consulting
Payroll Services
Wealth Management
IRS Representation
QuickBooks Support
Estate Planning
Business Valuations
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of combined experience in public accounting and corporate finance
- Our team includes Certified Public Accountants with specialized valuation credentials
- We provide personalized service with local market expertise in Vermont business environments
- Our client-first approach ensures tailored financial strategies for individual circumstances
- We maintain active involvement in both business consulting and tax compliance services
Associations and certifications
- Certified Valuation Analyst (CVA)
- Accredited in Business Valuation (ABV)
Services
Business Valuations
Our certified valuation analysts provide accurate business valuations for mergers, acquisitions, estate planning, and tax compliance purposes. Using Accredited in Business Valuation (ABV) methodologies, we analyze financial data, market conditions, and operational metrics to determine precise business worth. This service helps clients make informed decisions about business transitions, tax planning, and strategic growth opportunities while maintaining compliance with regulatory standards.
Tax Planning
We offer year-round tax planning services to minimize liabilities through strategic deductions, entity selection, and compliance management. Our CPAs stay current with evolving tax codes to identify savings opportunities for both businesses and individuals. This includes specialized planning for high-net-worth clients, business succession scenarios, and complex tax situations requiring IRS representation and audit support.
Payroll Services
Our comprehensive payroll services handle tax calculations, direct deposits, W-2/1099 filings, and regulatory compliance reporting. We ensure timely employee payments while reducing administrative burdens through customized payroll packages. This service includes tax form preparation, unemployment claims management, and integration with accounting systems to maintain accurate financial records.
Wealth Management
Tailored wealth management services address estate planning, retirement strategies, and asset protection for high-net-worth individuals. We coordinate with legal and insurance professionals to create comprehensive plans that minimize tax implications while achieving long-term financial goals. This includes investment management, charitable giving strategies, and intergenerational wealth transfer planning.
Business Consulting
Our business consulting services focus on cash flow optimization, strategic planning, and operational efficiency improvements for small to mid-sized businesses. We provide objective guidance on mergers and acquisitions, succession planning, and entity selection while offering QuickBooks support for streamlined accounting processes. This service helps businesses enhance profitability through data-driven financial strategies.
People
Craig E. Isvak
CPA, CVA
Certified Public Accountant and Certified Valuation Analyst with 25+ years of Vermont accounting experience. Specializes in business valuations, tax planning, and small business consulting. Graduated from University of Vermont with accounting degree and maintains Accredited in Business Valuation (ABV) certification.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, payroll processing, tax planning, business valuations, and QuickBooks support tailored to small business needs.
Do you specialize in any particular industry sectors?
While serving diverse clients, we specialize in working with Vermont-based small businesses, high-net-worth individuals, and family-owned enterprises.
How do you handle IRS tax problems?
Our firm offers audit representation, back tax resolution, and levy/lien assistance with experienced CPA representation for IRS issues.
What wealth management services are available?
We provide estate planning, retirement strategies, investment management, and tax-efficient wealth transfer solutions for high-net-worth clients.
Are your CPAs certified in specific specialties?
Our lead accountant holds Certified Valuation Analyst (CVA) credentials and is Accredited in Business Valuation (ABV) through the AICPA.
How can I schedule a consultation?
Contact us at 802-878-9619 or use our online form to request a free initial consultation with our Burlington accounting team.
