Business Details
Expert Tax & Financial Planning Services
Our firm is a business and family consulting organization founded on the principle that clients are our greatest asset. We deliver objective, timely service combining effort, care, and intellectual rigor. As an attorney and certified public accountant, I lead Capital Preservation Partners, Inc., a registered investment advisory firm, specializing in tax and investment planning for retirement success. We serve business owners, executives, and independent professionals with affordable rates, personalized service, and expertise.Our mission is to resolve complex financial challenges while enabling clients to focus on their core priorities. With dual credentials in law and accounting, we provide comprehensive solutions for tax optimization, wealth management, and business operations. Our approach emphasizes transparency, client education, and tailored strategies to ensure long-term financial stability. We welcome the opportunity to discuss your needs through a free introductory meeting, offering actionable insights without hidden fees or obligations.
Services
Bookkeeping Services
Payroll Solutions
QuickBooks Assistance
Tax Problem Resolution
Financial Planning
Highlights and features
- We are certified public accountants and attorneys with dual expertise in tax and financial law.
- Our team offers personalized solutions for business financial management and retirement planning.
- We provide free introductory consultations to address your specific needs.
- Our services include IRS tax problem resolution and QuickBooks optimization.
- We combine decades of experience with a client-first approach to wealth preservation.
Associations and certifications
- Certified Public Accountant
- Attorney
- Registered Investment Advisory Firm
Services
Bookkeeping Services
We manage your company's financial records to eliminate administrative burdens. Our bookkeeping ensures accurate tracking of income, expenses, and tax obligations. Clients gain clarity and time to focus on business growth while we handle day-to-day financial operations.
Payroll Solutions
Our payroll services streamline employee compensation management. We handle tax withholdings, compliance reporting, and payment processing to ensure accuracy and regulatory adherence. Businesses save time while maintaining error-free payroll operations for their teams.
QuickBooks Assistance
We optimize QuickBooks usage for business financial management. Our experts configure software settings, train staff, and implement systems to maximize efficiency. Clients gain better financial visibility and operational control through tailored software solutions.
Tax Problem Resolution
We assist with IRS tax debt, audits, and compliance issues. Our specialists negotiate payment plans, reduce penalties, and ensure proper tax filings. Clients receive strategic guidance to resolve tax challenges and prevent future complications.
Financial Planning
Our comprehensive financial planning addresses retirement goals, risk management, and wealth preservation. We create customized strategies combining tax optimization and investment planning. Clients benefit from long-term roadmaps tailored to their personal and business financial objectives.
People
Kevin J. Mullins
Managing Director
Attorney and Certified Public Accountant with expertise in tax and investment planning. Leads Capital Preservation Partners, Inc., providing financial advisory services focused on retirement strategies and business solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, and QuickBooks optimization to streamline financial operations for small businesses.
How can you help with tax problems?
We resolve IRS tax debt, audit representation, and filing errors through strategic negotiations and compliance solutions.
Do you offer financial planning for retirement?
Yes, we specialize in retirement planning with customized investment strategies and tax-efficient wealth preservation methods.
What makes your CPA services different?
Our dual expertise as attorneys and CPAs provides unique legal and financial insights for comprehensive client solutions.
Can you assist with business financial management?
We offer payroll solutions, tax planning, and financial record management to improve business operational efficiency.
