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.

July 10, 2025
Beginning Sept. 30, 2025, the U.S. Treasury will stop issuing or accepting paper checks for federal payments/collections, including IRS refunds & tax payments.
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July 8, 2025
Are you affected by the new Tax Relief for Seniors?
Virtual Tax Preparation Blog Post
By Jeremy Knight February 6, 2024
The world of tax preparation has undergone a remarkable transformation, thanks to the rise of virtual tax preparation services. These services bring undeniable benefits, offering individuals and businesses a convenient, cost-effective, and technologically advanced way to fulfill their tax obligations. From the flexibility of accessing tax services anytime, anywhere to the seamless processes made possible by cutting-edge software, virtual tax preparation has become synonymous with efficiency in the digital era. Embrace the future of tax preparation and experience a whole new level of ease and convenience!
By Barklee Financial Group April 9, 2021
Some of the largest penalties for failing to file a report with the Government are associated with reporting...

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

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