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.

How Much Can You Earn and Still Pay $0 in Capital Gains Tax in 2026?

October 21, 2025
The IRS recently announced adjustments to capital gains tax brackets for 2026. You may be able to earn more & pay zero federal tax on long-term capital gains
IRS ring shutdown - graphic

IRS Operations During the Government Shutdown: What You Need to Know

October 2, 2025
IRS shutdown update: Learn how OBBBA impacts rules, deadlines, and refunds. File by Oct. 15 to avoid penalties—even if refunds are delayed.
401Ker Secure2.0 Act graphic

OBBBA Final Regulations: What High Earners Need to Know About Catch-Up Contributions

September 26, 2025
The IRS has finalized SECURE 2.0 rules bringing major retirement plan changes in 2026: high earners must shift catch-up contributions to Roth
Graphic of New 1099 Rules

New 1099 Filing Rules with OBBBA

September 22, 2025
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.
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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