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At Crossroads CPAs & Consultants, we are seasoned financial professionals specializing in tailored accounting, tax, and advisory solutions for the construction, REAL ESTATE, manufacturing & distribution, and retail industries.

SERVICES

Financial

  • Financial Statements (Audits, Reviews and Compilations)

  • Interpreting & Understanding Financials

    • Budgeting & Forecasting

    • Cash Flow Management & Profitability Analysis

    • Financial Statement Analysis

Tax

  • Income Tax Preparation & Compliance

  • Strategic Tax Planning & Tax Method Selection

  • M&A and Transaction Tax Strategy

  • Tax Projections

Consulting

  • Ownership Succession & Transition Planning

  • Company Goal Setting & Planning

  • Financial Assessments

  • Mergers & Acquisitions (M&A) Advisory

  • Assistance with Preparing Businesses for Sale

  • Risk Management & Internal Controls

BooKkeeping

  • Back-office Bookkeeping

  • General Ledger Maintenance

  • Bank & Credit Card Reconciliation

  • Accounts Payable & Receivable Management

  • Financial Statement Preparation

  • Budgeting & Forecasting

Business Valuation

  • Estate & Gift Tax Valuation

  • Business Succession Planning

  • Mergers & Acquisitions (M&A) Valuation

  • Financial Reporting Valuations

  • ESOP (Employee Stock Ownership Plan) Valuation

  • Buy-Sell Agreement Valuation

R&D Tax Credit

  • Complimentary review and estimate of the potential R&D tax credits available

  • Complimentary review of prior R&D studies for accuracy and consistency

  • Assistance with contract language to qualify for the R&D tax credit

  • Assessment of overall tax position and benefit of R&D tax credits

  • Quarterly check-ins and customized templates to meet new IRS reporting requirements

  • On-site interviews and training to maximize the R&D tax credit

Founder, Partner
CPA, CVA, CEPA
DIRECTOR, Assurance Services
CPA
Director, R&D
LL.M. Taxation
Senior Tax Manager
CPA
Assurance, Tax, & Consulting Services
CPA
Assurance, Tax, & Bookkeeping Services
CPA
Assurance Services
CPA Candidate

OUR TEAM

At Crossroads, our expert CPA team provides strategic financial guidance with precision, integrity, and a forward-thinking approach. We foster a collaborative and transparent work culture, delivering personalized solutions that help clients navigate challenges and seize opportunities. With decades of experience across tax planning, accounting, and business advisory, we offer tailored expertise to support businesses and individuals in achieving lasting financial success.

Building Stronger
Financial Foundations

With EXPERT CPA SERVICES

Our expertise goes beyond compliance—we provide strategic financial guidance to help businesses optimize profitability, streamline operations, and navigate complex financial challenges. With a commitment to exceptional service and long-term partnerships, we take the time to understand each client’s unique needs, delivering proactive solutions that drive success. As trusted advisors, we empower businesses to make informed financial decisions and achieve their goals with confidence.

About

A professional business meeting with colleagues discussing documents and using a laptop in a modern office sett

CONTACT US

Are you interested in working together? We'd love to hear from you. Please fill out the form below and tell us which services you are interested in. We'll be in touch shortly after your form is submitted!

Our Memberships

NEWS

Working hand-in-hand with Crossroads CPAs has been a breath of fresh air. Our core values align. This has been my experience with Kyle and his team, as our relationship and partnership has grown throughout the years. Kyle and his team are committed and engaged in every aspect of my business. They help advise as well as listen. We are lucky to have Kyle and his team at Crossroads on our team.

Owner

$35M+ Subcontractor

Having worked on over 50+ audits in my career, I’ve worked with many CPAs, and Kyle stands out as the best. His deep knowledge and experience have not only guided our company to success but also significantly reduced our tax liability through strategies that previous auditors overlooked. Beyond taxes and financial audits, Kyle has provided invaluable support with company valuations, partnership changes, agreements, and tax planning. Most importantly, he is a highly skilled and trustworthy professional. We look forward to many more years of partnership with Crossroads CPAs.

Controller

$50M+ Contractor

For over 10 years Kyle at Crossroads CPAs has been an invaluable partner in our growth, guiding us from a specialized construction firm to a thriving general contracting business. His strategic insight, financial expertise, and ability to clearly explain complex financial matters have been instrumental in our expansion and success. Thanks to his patience and guidance, we’ve been able to make informed decisions with confidence. We are incredibly grateful for his dedication and look forward to many more years of growth together.

Owner

$35M+ General Contractor

Kyle is extremely good with numbers but don’t ask for a boat!

Owner

$35M+ General Contractor

Kyle & Amber have been my trusted CPAs and consultants for over the past 12+ years providing strategic planning solutions for my business’ corporations as well as our families personal finances. Their responsive, client first, and thoughtful approach has given us both the comfort and confidence of having Crossroads advise on all our financial decisions. There is no other firm with their level of competence or attention to detail that I would trust in the market.

Broker

Commercial Real Estate

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