Business Details
11 Years
experience
Trusted Tax & Accounting Services for Business Owners
Since 2015, Greyson Tax & Consulting has been dedicated to helping business owners and high-net-worth individuals optimize their financial strategies through expert tax planning and accounting services. Our team of seasoned professionals brings decades of combined experience in proactive tax strategies, business consulting, and industry-specific financial solutions. We specialize in reducing taxable income while maximizing profits, offering tailored services across construction, real estate, healthcare, and emerging industries like cannabis. Our commitment to timely, accurate bookkeeping and strategic consulting ensures clients maintain clean financial records and focus on growth. With offices in Columbus, Ft. Lauderdale, Pittsburgh, and Hoboken, we serve clients nationwide, combining local market knowledge with national expertise. Our 24-hour response policy guarantees clients receive timely advice, while our deep understanding of evolving tax laws positions us as trusted advisors.We differentiate ourselves through niche industry expertise, personalized service, and a relentless focus on delivering measurable financial benefits. Our team includes certified professionals with specialized credentials in tax law, accounting, and financial planning. We pride ourselves on transparency, ethical practices, and a client-centric approach that prioritizes long-term financial success over short-term gains. By integrating advanced technology with traditional accounting principles, we provide real-time financial insights that empower data-driven decision-making. Our mission remains unchanged: to help clients retain more of their hard-earned money through strategic tax planning and comprehensive financial guidance.
Services
Tax Preparation
Tax Planning
Bookkeeping
Business Consulting
Fractional CFO Services
Tax Resolution
QuickBooks Support
New Business Formation
Cash Flow Management
Cryptocurrency Accounting
Details
- Year established: 2015
Highlights and features
- We offer 9 years of experience in proactive tax planning and business consulting.
- Our team specializes in industry-specific financial strategies for construction, real estate, and healthcare.
- We guarantee 24-hour response times for all client inquiries.
- We implement advanced tax-saving strategies that reduce taxable income while maximizing profits.
- Our nationwide service combines local market expertise with national resources.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of business and individual tax returns. We handle complex forms including 1065, 1120, and 990 while identifying deductions to maximize refunds. Our team stays current with changing tax laws to maintain compliance and optimize financial outcomes for clients across multiple industries.
Tax Planning
Proactive tax planning helps clients reduce liabilities through strategic income deferral, deduction optimization, and tax code utilization. We develop customized year-round strategies that align with business goals while ensuring compliance with evolving regulations. Our approach combines industry expertise with personalized financial forecasting to maximize after-tax profits.
Bookkeeping
We provide accurate bookkeeping services including account reconciliation, accounts payable/receivable management, and financial reporting. Our system ensures clean records for better decision-making while saving business owners time. We handle monthly, quarterly, and annual bookkeeping needs with cloud-based solutions for real-time financial visibility.
Business Consulting
Our business consulting service offers strategic guidance on cash flow management, financial forecasting, and operational efficiency. We help clients develop growth strategies, optimize accounting processes, and implement technology solutions. Our industry-specific expertise supports data-driven decisions that improve profitability and long-term sustainability for growing businesses.
Fractional CFO Services
Fractional CFO services provide expert financial management without full-time costs. We offer budget preparation, investment analysis, and profitability assessments to support strategic decisions. Our CFOs develop financial forecasts, optimize internal controls, and guide business owners through complex financial challenges to drive growth and operational efficiency.
People
Brian M. Sweeney
Partner
Brian Sweeney is a certified financial planner and enrolled agent with extensive experience in tax strategy and business consulting. He specializes in developing comprehensive financial solutions for high-net-worth individuals and business owners.
Kevin Gray
Partner
Kevin Gray combines CFP and enrolled agent credentials to deliver strategic tax planning and business advisory services. He focuses on helping entrepreneurs optimize financial operations and implement effective tax reduction strategies.
Chris Vitale
Tax Manager
Chris Vitale is a certified public accountant and enrolled agent with specialized expertise in tax compliance and financial reporting. He manages complex tax situations and provides strategic guidance for business clients across multiple industries.
Steph Coakley
Bookkeeping Manager
Steph Coakley oversees bookkeeping operations with a focus on accuracy and efficiency. She implements financial systems that improve record-keeping processes and provides clients with reliable financial data for decision-making.
Teresa Russell
Business Development
Teresa Russell connects clients with tailored financial solutions through her business development role. She focuses on understanding client needs and matching them with appropriate tax and accounting services.
Questions
What tax services do you offer for business owners?
We provide comprehensive tax preparation, planning, and resolution services including IRS representation, cryptocurrency accounting, and industry-specific tax strategies.
How can you help reduce my business taxes?
Our team identifies applicable tax credits, implements proactive planning strategies, and optimizes deductions to legally minimize tax liabilities while maximizing profits.
Do you offer accounting services beyond tax preparation?
Yes, we provide bookkeeping, fractional CFO services, business consulting, cash flow management, and QuickBooks support for ongoing financial success.
What industries do you specialize in?
We focus on construction, real estate, healthcare, law firms, and cannabis industries with tailored financial solutions for each sector's unique challenges.
How quickly can I expect responses to urgent tax issues?
We guarantee 24-hour response times for all client inquiries and prioritize urgent tax resolution cases with immediate attention.
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