Who We Serve at Countlee

At Countlee, our mission is simple: help individuals and businesses take control of their finances with confidence and clarity. Taxes can feel overwhelming, but you don’t have to navigate them alone. We make the process straightforward, transparent, and manageable.

Here’s a look at the types of clients we most often assist:

Individuals & Families

We assist people who want their tax returns prepared carefully and accurately — not hurried or cookie-cutter.

You might be a fit if you:

• Have multiple income streams

• Earn a higher income

• Recently experienced major life changes (moving, job changes, etc.)

• Want proactive planning beyond annual filing

Our approach:We focus on compliance and strategic planning, helping you minimize surprises and make informed decisions throughout the year.

Small Business Owners

Running a business is demanding enough; taxes shouldn’t add stress.

We commonly work with:

• Service-based businesses

• Consultants, agencies, and creators

• Local small businesses

Challenges we often see:

• Uncertainty about how much to set aside for taxes

• Mixing personal and business finances

• Backlogged bookkeeping

• Confusion over deductions

How we help:We provide guidance, organized bookkeeping, and ongoing support so you can focus on growing your business confidently.

Self-Employed & Freelancers

If you earn 1099 income, it’s easy to overpay or worry about underpaying taxes.

We support:

• Freelancers, contractors, and gig workers

• Those who need help with quarterly estimated taxes

• Anyone unsure which expenses are deductible

Our approach:We simplify self-employment taxes, help you plan ahead, and eliminate surprises at tax time.

Startups & New Businesses

Starting a business comes with critical early decisions — from entity type to accounting systems.

We work with:

• New LLCs and corporations

• Founders in their first few years

• Businesses establishing bookkeeping for the first time

How we help:We guide you through entity selection, tax compliance, and foundational financial planning, so your business starts on solid footing.

Real Estate Investors

Real estate taxes can be complex, especially with multiple properties.

Our clients include investors who:

• Own rental properties

• Have questions about depreciation or passive activities

• Want strategies to optimize real estate taxes

Our approach:We ensure compliance while helping you fully understand the tax implications of your investments.

Ready to Chat?

Not sure if we’re the right fit? A brief conversation can help clarify your next steps.

👉 Schedule a free consultation and let’s discuss how we can support you.

You’ll feel at home at Countlee.