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Servatius, O'Brien & Fong, LLP

Servatius, O'Brien & Fong, LLP is a full service CPA firm, providing audit, accounting and tax services for individuals, not-for-profits and business owners. We help our business clients consider the tax implications of their next business move, report their annual financial results, and analyze how they can keep more revenue for their business health and growth.

Our clients include high-growth businesses, social enterprises, and high-wealth individuals investing in their family's and community's future. Our culture is to be a trusted advisor to our clients, pro-actively communicating with them in a balance that optimizes our relationship.

We have also taken a great interest in consulting services for the emerging and growing business with the client's entrepreneurial spirit in mind, by offering creative strategies, practical solutions, rapid response, and access to key resources in the business community.

Services Offered:

  • Consulting Services for Emerging and Growing Businesses.
  • Strategies for Business Growth & Development.
  • Analysis of Infrastructure and Systems.
  • Acquisitions & Divestitures.
  • Financial Forecasting & Projections.
  • Tax Planning, Preparation, & IRS Representation.
  • Audit and Accounting Services.
  • Financial Reporting: Audits, Reviews, Compilations.
  • Cash Flow & Budgeting Analysis.

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Recent Notable Publications

Click for Good recordkeeping year-round helps taxpayers avoid tax time frustration


Good recordkeeping year-round helps taxpayers avoid tax time frustration

Wading through a pile of statements, receipts and other financial documents when it’s time to prepare a tax return can be frustrating for people who haven’t managed their records...(Click here for PDF.)

Click for Individual 2022 year end planning


Individual 2022 year end planning

As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future. Though there has been a lot of political attention to tax law changes, inflation and environmental sustainability, political compromise has led to smaller impacts on individual taxes this year...(Click here for PDF.)

Click for Small business 2022 year end planning


Small business 2022 year end planning

With the passage of the Inflation Reduction Act and CHIPS Act this year, there are new incentives for you to consider. There are also several tax provisions that have expired or will soon. We continue to closely monitor any potential extensions or changes in tax legislation and will update you accordingly...(Click here for PDF.)

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Covid-19 2022 Update

While a number of our employees are working remotely, we are able to accommodate in-office visits by appointment only. If you decide to come to our office, our building requires that you not have any Covid-19 symptoms and that you wear a mask while in the office and building. Please be safe.

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