Accounting, Tax & Advisory Services
for Individuals & Small Businesses
Smart accounting, strategic tax planning, and financial insight—personalized and delivered 100% online.
IRS & Tax Updates
Stay up to date on all that is happening with the IRS and other tax issues.
IRS shutdown update: Learn how OBBBA impacts rules, deadlines, and refunds. File by Oct. 15 to avoid penalties—even if refunds are delayed.
The IRS has finalized SECURE 2.0 rules bringing major retirement plan changes in 2026: high earners must shift catch-up contributions to Roth
The One Big Beautiful Bill Act (OBBBA) brings some of the most notable changes in years to how businesses and third-party platforms handle 1099 reporting.
OBBA Update - 529 Plans & Education
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.
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.
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
