What We Offer
More Than Tax Returns.
A Lifetime of Guidance.
Six service areas, four licensed CPAs, and four decades of experience serving individuals and businesses across Southeast Louisiana.
Individual, Business & Trust Returns
Tax Preparation
We prepare hundreds of tax returns every year across every entity type — individuals, partnerships, S-corps, C-corps, trusts, and estates. We know what deductions most clients miss, and we stay available year-round to answer questions.
- Individual & Joint Returns
- Business Tax Returns (LLC, S-Corp, C-Corp)
- Partnership & Trust Returns
- Year-Round Tax Planning
- IRS Representation
- Tax Organizer Provided
Compiled, Reviewed & Audited
Financial Statements
Accurate financial statements — and the ability to explain what they mean. We prepare compiled, reviewed, and audited statements and help you use them to make smarter business decisions every single month.
- Compiled Statements
- Reviewed Statements
- Audited Statements
- Monthly Reporting
- Business Ratio Analysis
- Bank & Lender Packages
Strategy, Planning & Problem Solving
Business Advisory
We're the partner you call before you make the big move — not after. Entity selection, expansion planning, lease-buy decisions, succession planning, business acquisitions: we've seen it all.
- Business Entity Selection
- Expansion & Acquisition Planning
- Lease vs. Buy Analysis
- Business Succession Planning
- Projections & Budgets
- Inventory & Office Systems
CPA + CFP® + PFS — All in One
Retirement Planning
Allen Weiner holds the CPA, CFP®, and PFS designations — a rare combination that allows us to align your tax strategy and retirement planning into a single, coherent financial roadmap.
- IRA & Roth IRA Strategies
- 401(k) & Keogh Plans
- SEP & SIMPLE Plans
- Profit Sharing Considerations
- Social Security Planning
- Retirement Income Projections
Clean Books. Clear Picture.
Bookkeeping & QuickBooks
Beth Banner has implemented QuickBooks across dozens of businesses — retail, restaurants, real estate, and more. We set it up right and keep it running right.
- QuickBooks Setup & Implementation
- Ongoing Bookkeeping Support
- Payroll Processing
- Accounts Receivable & Payable
- Bank Reconciliation
- Cash Flow Reporting
Protect What You've Built
Estate & Financial Planning
Estate planning, trust tax returns, divorce tax planning, insurance review, and education savings strategies — all coordinated through the same CPA-CFP® team that handles your annual returns.
- Estate & Gift Tax Planning
- Trust Administration & Tax Returns
- Financial & Estate Planning
- Divorce Tax Planning
- Education Savings (529, ESA)
- Insurance Review Coordination
Not Sure What You Need?
Start with a Conversation.
We'll ask the right questions and help you figure out exactly what services will move the needle for your financial situation.