Business Details
19 Years
experience
Expert Accounting & Tax Services in Marietta
Bowen Jodee CPA has been dedicated to providing comprehensive accounting, tax, and financial planning services since 2007. Our firm combines decades of experience with personalized attention to meet the unique needs of individuals, small businesses, and international clients. We specialize in navigating complex tax laws, optimizing financial strategies, and delivering IRS audit representation with proven expertise. Our team, led by CPA JoDee Bowen, brings a wealth of knowledge from both public accounting and private industry, ensuring clients receive actionable insights tailored to their goals.We prioritize transparency, ethical standards, and long-term client relationships, supported by our deep understanding of retirement planning, estate management, and business advisory services. With a focus on continuous education and adaptability to evolving tax regulations, we position ourselves as a trusted partner for clients seeking financial clarity and compliance. Our commitment to excellence is reflected in our track record of helping clients achieve financial independence while minimizing liabilities.
Services
Personal Financial Planning
Tax Preparation
Bookkeeping Services
IRS Audit Representation
QuickBooks Support
Estate Planning
Business Advisory
Retirement Strategy
Payroll Solutions
Cryptocurrency Accounting
Details
- Year established: 2007
Highlights and features
- We offer 25+ years of CPA expertise in tax and accounting.
- Our team provides IRS audit representation with proven success.
- We deliver personalized financial planning for retirement and estates.
- Our QuickBooks specialists optimize accounting systems for small businesses.
- We serve clients across all 50 states and internationally via secure technology.
Associations and certifications
- CPA
Services
Personal Financial Planning
Develop comprehensive financial plans integrating tax, retirement, and estate strategies. We analyze risk tolerance, investment efficiency, and income distribution to ensure long-term stability. Our approach combines regulatory compliance with personalized guidance for asset protection and growth.
IRS Audit Representation
Provide expert IRS audit defense by managing all communications and documentation. We minimize liabilities through strategic negotiations and ensure compliance with tax codes. Our team handles correspondence, appeals, and resolution processes to protect client interests.
QuickBooks Support
Optimize QuickBooks functionality through customized setup, training, and system audits. We enhance financial tracking accuracy and streamline reporting processes for small businesses. Our support ensures efficient day-to-day accounting operations and compliance.
Estate Planning
Create tailored estate plans addressing asset distribution, tax minimization, and trust administration. We coordinate with legal professionals to ensure compliance with evolving tax laws while preserving family wealth across generations.
Business Advisory
Deliver strategic guidance on cash flow management, profitability improvement, and business succession planning. Our advisory services combine operational analysis with tax-efficient solutions to enhance business valuation and sustainability.
People
JoDee Bowen
CPA
With 30+ years of experience, JoDee specializes in tax strategy and small business accounting. Former controller for a $100M airline parts company, she founded this practice in 2007 after working at Babush, Neiman, Kornman and Johnson.
Richard Green
CPA
Specializes in international tax compliance and clergy financial planning. Brings niche expertise in cross-border tax issues and unique income structures for religious workers.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, CFO services, financial forecasting, and tax compliance for small businesses.
How can you help with IRS tax problems?
We offer audit representation, back tax resolution, lien/levy removal, and payment plan negotiation.
Do you specialize in any industry niches?
Yes, we serve clergy, international workers, real estate agents, and small manufacturers with tailored solutions.
What financial planning services are available for individuals?
We assist with retirement strategies, estate planning, risk management, and Roth IRA conversions.
Can you integrate with QuickBooks for business accounting?
Yes, we offer setup, training, troubleshooting, and optimization for QuickBooks users.
