Accounting, Tax & Advisory Services

for Individuals & Small Businesses

Smart accounting, strategic tax planning, and financial insight—personalized and delivered 100% online.

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IRS & Tax Updates

Stay up to date on all that is happening with the IRS and other tax issues.

Understanding Key Expiration Dates for Energy and Commercial Tax Credits

August 18, 2025
Under the OBBBA, several energy-related & commercial tax credits have revised timelines. homeowners & businesses maximize their tax incentives before deadlines pass.
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Will You Be Itemizing Your 2025 Taxes?

August 14, 2025
The One Big Beautiful Bill Act (OBBBA) makes several changes that could impact whether you itemize deductions or take the standard deduction for upcoming tax years.

OBBBA Temporarily Expands SALT Deduction Limits

August 13, 2025
The One Big Beautiful Bill Act (OBBBA) brings a significant—though temporary—change to SALT Deductions starting in tax year 2025.

Planning to Purchase an Electric Vehicle? Get it Before September 30, 2025

August 6, 2025
Planning to buy an EV? Do it before Sept. 30, 2025. The One Big Beautiful Bill Act, signed July 4, 2025— makes significant changes to the current clean energy tax incentives.
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Our Services

Solving the 3 biggest challenges for Small Business Owners

Financial Compliance

  • We handle your accounting, payroll, and tax prep so you stay compliant—without the headaches.

Business Health & Clarity

  • Gain a clear view of your financials with meaningful reports, smart analysis, and conversations that help you lead with confidence.

Smart Tax Management

  • Our strategic approach to taxes helps you keep more of what you earn—and build a stronger bottom line.
More about Business Tax Services
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Personal Tax Services, Tailored to You

At Barklee Financial Group, we take a personalized approach to individual tax services.


Whether you're filing a simple return or managing more complex financial situations, our team provides expert guidance rooted in strategy, accuracy, and care. From annual tax preparation to proactive planning and IRS issue resolution, we’re here to help you navigate every step with clarity and confidence.

More about Individual Services

Focused on What Matters Most:
Clear Books, Lower Taxes, Small Business Support

  • Specialists in small business finances
  • Personalized service tailored to your goals
  • 100% online for maximum flexibility and security
  • Secure client portal for document sharing and access
  • Transparent communication and proactive guidance
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An enterprising mind and drive to succeed does not always equate to financial acumen. And that’s okay—Barklee Financial is here to lend you our financial expertise. With our suite of virtual accounting services, you can foster your entrepreneurial spirit while we crunch the numbers. 

Experience the benefits of a dedicated virtual accountant. Contact us to learn more about our online CPA firm and how we can help your business succeed.

Invest in Your Financial Future with Barklee