Aligned CPA, LLC Overview
- Headquarters
- Lake City, Florida
- Website
- alignedcpa.com
- Industry
- Accounting
- Employees
- 9
- Founded
- 2012
- Funding
- ,
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation Services
Keywords
About Aligned CPA, LLC
At Aligned CPA, we believe every small business deserves a partner who goes beyond the numbers. We help service-based businesses simplify their financials, optimize their tax strategies, and develop actionable plans for sustainable growth. Whether you're looking to streamline your bookkeeping, implement a strategic budget, or gain deeper financial clarity to guide your next move, our team is here to help. We combine expertise, approachability, and proactive support to deliver high-value solutions tailored to your goals. We specialize in partnering with service-based businesses, including: Law Firms Medical Offices (Doctors, Chiropractors, Estheticians, etc.) Trades (HVAC, Plumbers, Roofers, Electricians, etc.) Our clients often come to us with messy books, a fear of overpaying taxes, or a desire to understand their financial data. They value high-quality service and want to reclaim their time to focus on what matters most.
Aligned CPA, LLC Contact Details
- People in AeroLeads
- 4
Aligned CPA, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joy Lutz, Cpa, Ctp | CEO at Aligned Cpa - Simplifying | Gainesville Metropolitan Area, United States |
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|
| Adam Perry | Senior Accountant | Mayo, Florida, United States |
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|
| Logan Jepko | Staff Accountant - Master | Lake City, Florida, United States |
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|
| Sara Cauble | Tax Manager |
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|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
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