Aligned CPA, LLC
Company

Aligned CPA, LLC

Accounting Lake City, Florida 9 employees
Employees
9

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 Services
Offices of Certified Public Accountants
Tax Preparation Services

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 Contact
Joy Lutz, Cpa, Ctp CEO at Aligned Cpa - Simplifying
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Adam Perry Senior Accountant
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Logan Jepko Staff Accountant - Master
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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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