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Team of accountants collaborating on financial strategy
Tax documents and financial planning materials on desk
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Trusted Accounting Firm • Certified IRS Acceptance Since 2012

Your Finances, 100% Digital
& Expert-Led

Led by Mohammed S Filali, CPS Accounting & Tax delivers comprehensive financial services entirely online — from personal tax returns to complex corporate accounting — with expert precision and AI-powered efficiency.

100% Online & Digital
Expert Consultants & Partners
AI-Enhanced Services
(319) 331-8228
AICPA Member
American Institute of CPAs
NATP Member
Natl. Assoc. of Tax Professionals
IRS Enrolled Agents
Licensed Federal Tax Practitioners
QuickBooks ProAdvisor
Certified Accounting Software
BBB Accredited
A+ Rating Since 2007
What We Offer

Comprehensive Financial
Services for Every Need

From straightforward personal tax returns to complex corporate accounting, our team of certified professionals delivers results you can count on.

Individual & Business

Tax Preparation

Accurate, maximized tax returns for individuals, self-employed, and businesses. We identify every deduction and credit you qualify for.

  • Federal & State Returns
  • Self-Employed & 1099
  • Prior Year Amendments
  • E-Filing & Direct Deposit
Learn More
Monthly & Annual

Bookkeeping

Clean, organized financial records that give you a clear picture of your business health and simplify tax season.

  • QuickBooks & Xero
  • Monthly Reconciliation
  • Financial Statements
  • Catch-Up Bookkeeping
Learn More
Full-Service Processing

Payroll Services

Timely, accurate payroll processing with full compliance — so you can focus on running your business.

  • Direct Deposit
  • Payroll Tax Filing
  • W-2 & 1099 Processing
  • New Hire Reporting
Learn More
Corporate & LLC

Business Accounting

Comprehensive accounting solutions for businesses of all sizes — from startups to established corporations.

  • Corporate Tax Returns
  • LLC & S-Corp Setup
  • Financial Analysis
  • Cash Flow Management
Learn More
Audit Defense

IRS Representation

Facing an IRS audit or notice? Our enrolled agents represent you before the IRS and negotiate on your behalf.

  • Audit Representation
  • Offer in Compromise
  • Tax Debt Resolution
  • Penalty Abatement
Learn More
Strategic Advisory

Financial Planning

Forward-looking financial strategies to minimize your tax burden and build long-term wealth.

  • Tax Planning Strategies
  • Retirement Planning
  • Business Succession
  • Investment Tax Analysis
Learn More
Certified Notary Public

Notary Services

Convenient notary services for financial documents, real estate transactions, and legal paperwork.

  • Document Notarization
  • Real Estate Closings
  • Affidavits & Oaths
  • Mobile Notary Available
Learn More
Start-Up to Scale-Up

Business Consulting

Expert guidance on business structure, entity selection, and financial systems to set your business up for success.

  • Entity Selection
  • Business Formation
  • Accounting Systems
  • Growth Strategy
Learn More
Professional Public CFO

CFO Services

Full-service Chief Financial Officer advisory for businesses seeking strategic financial leadership, planning, and management without the cost of a full-time executive.

  • Financial Strategy
  • Cash Flow Optimization
  • Budgeting & Forecasting
  • Executive Reporting
Learn More

Not sure which service you need?

0+
Clients Served
Individuals & Businesses
0+
Years of Excellence
In the Community
0%
Client Retention
Year Over Year
$0M+
Tax Savings
Delivered to Clients
Why CPS?

The CPS Difference

We combine the expertise of a large firm with the personal attention of a boutique practice.

Certified Expertise

Our team includes CPAs, Enrolled Agents, and certified tax professionals with decades of combined experience.

Personalized Service

You work directly with a dedicated advisor who knows your financial situation — not a call center.

Year-Round Support

Tax questions don't wait for April. We're available year-round to answer questions and plan proactively.

Fast Turnaround

Most returns completed within 3–5 business days. Urgent filings accommodated with same-day service.

Proactive Planning

We don't just file your taxes — we help you plan ahead to minimize your tax burden every year.

5-Star Reputation

Hundreds of 5-star reviews from satisfied clients who trust us with their most important financial decisions.

CPS Accounting professional meeting with client
Our Credentials
MBA Accounting Experts
Certified Public Accountants (CPA)
IRS Enrolled Agents (EA)
Professional CFO Services
QuickBooks ProAdvisors
NATP & AICPA Members
Our Story

100% Digital,
AI-Powered Expertise

Founded in 2005 and now led by Mohammed S Filali, CPS Accounting & Tax has evolved into a fully digital, AI-enhanced practice. We've eliminated geographic boundaries and office overhead to deliver world-class financial expertise directly to clients nationwide.

Our approach combines the precision of certified professionals with the efficiency of AI-powered tools and strategic partnerships with high-caliber consultants and agencies. Every client receives personalized attention from our core team, with access to specialized expertise for complex matters. We work 100% online — no office visits required.

Service Model

100% Online
Nationwide Coverage

Approach

Expert-Led
AI-Enhanced

The People Behind CPS

Meet Our Advisors

CS

Charles P. Sullivan, MBA

Founder & Managing Partner • Professional Public CFO Services

With over 25 years of experience in public accounting and an MBA in Accounting, Charles founded CPS to provide the personalized service that large firms can't offer. He specializes in small business taxation, IRS representation, and CFO advisory services.

PR

Patricia M. Rivera, MBA, EA

Senior Tax Advisor • Professional Accounting Expert

An IRS Enrolled Agent with an MBA in Accounting and 15 years of experience, Patricia leads our tax resolution practice and handles complex individual and business returns with expertise in strategic tax planning.

SB

Samuel T. Brooks, MBA, CPA

Business Accounting Manager • Professional Accounting Expert

With an MBA in Accounting and CPA credentials, Samuel oversees our bookkeeping and business accounting division, helping clients build strong financial foundations for growth and strategic financial planning.

How It Works

Simple, Transparent Process

From first contact to filed return, we make the process clear, efficient, and stress-free.

01

Free Consultation

15–30 minute session

Schedule a no-obligation consultation — in person, by phone, or virtually. We'll discuss your tax situation, goals, and how we can help. No paperwork required for this first step.

02

Document Collection

Secure document portal

We'll provide a personalized checklist of documents needed for your specific situation. Upload securely through our client portal, drop off in person, or mail — whatever is most convenient.

03

Expert Preparation

3–5 business day turnaround

Your dedicated advisor reviews all documents, identifies every deduction and credit you qualify for, and prepares your return with meticulous accuracy. Most returns completed in 3–5 business days.

04

Review & Approval

Full review with your advisor

We walk you through your completed return, explain every line that matters, and answer all your questions before you sign. No surprises, no confusion — complete transparency.

05

Filing & Follow-Up

E-filing + year-round support

We e-file your return and provide you with copies for your records. We monitor for IRS acceptance and remain available year-round for any questions or follow-up needs.

Free Tools

2025 Tax Estimator

Get a quick estimate of your federal tax liability. For a precise calculation with all deductions and credits, schedule a free consultation.

Your Information

$0$500K
$0$100K

Your Estimate

Gross Income$75,000
Standard Deduction− $14,600
Taxable Income$60,400
Estimated Federal Tax$8,202
Effective Tax Rate10.9%
Marginal Rate22%
Estimated Refund
$1,798

This is a simplified estimate using standard deduction only. Actual tax may differ based on itemized deductions, credits, self-employment income, and other factors.

Stay Informed

Tax Resources & Deadlines

Stay on top of important dates, get answers to common questions, and access helpful government resources.

2026 Key Deadlines

Jan 15

Q4 Estimated Tax Payment Due

payment
Jan 31

W-2s & 1099s Must Be Mailed

filing
Mar 15

S-Corp & Partnership Returns Due (Form 1120-S / 1065)

filing
Apr 15

Individual Tax Returns Due (Form 1040)

deadline
Apr 15

Q1 Estimated Tax Payment Due

payment
Apr 15

C-Corp Returns Due (Form 1120)

filing
Jun 16

Q2 Estimated Tax Payment Due

payment
Sep 15

Q3 Estimated Tax Payment Due

payment
Oct 15

Extended Individual Returns Due

deadline

Frequently Asked Questions

Have a specific question?

Our advisors are happy to answer any tax or accounting question — no obligation.

Client Success Stories

Real results from real clients. See how CPS Accounting & Tax has helped businesses and self-employed professionals succeed.

CPS Accounting & Tax provided exceptional guidance for our business startup. From initial accounting setup to tax planning, they were instrumental in getting our business on the right financial footing. Their expertise in startup accounting is unmatched.

Best place for business startup accounting

Here LLC

Business Startup Client

Business Startup

Starting a business can be overwhelming, but CPS made the accounting and tax process seamless. They guided us through every step, from entity selection to quarterly tax planning. We couldn't have asked for better support during our startup phase.

Expert business startup guidance

Wadood & Jocelyn

Business Startup Owners

New Business Venture

As a self-employed professional, managing my taxes was stressful until I found CPS. They've helped me optimize deductions, plan quarterly payments, and maximize my bottom line. Their service is professional, responsive, and truly makes a difference.

Self-employed tax optimization

Jean Claude Katende

Self-Employed Professional

Independent Contractor

Ready to join our growing list of satisfied clients?

Schedule Your Free Consultation
Stay Informed

Get Free Tax Tips & Deadline Reminders

Join 1,000+ subscribers who receive our monthly newsletter with actionable tax strategies and important deadline reminders.

Monthly tax tips & strategies
Important deadline reminders
Tax law updates that affect you
Exclusive client-only resources

No spam, ever. Unsubscribe at any time. We respect your privacy.

Get in Touch

Schedule Your Free Consultation

No obligation, no pressure. Just a conversation about your financial goals and how we can help.

We respond within 1 business day. Your information is kept strictly confidential.

CPS Accounting & Tax office

Contact Information

Phone
(319) 331-8228
Email
[email protected]
Service Area
100% Online
Nationwide Service

Office Hours

Monday – Friday9:00 AM – 6:00 PM
Saturday10:00 AM – 3:00 PM (Tax Season)
SundayClosed

Extended hours available during tax season (Jan–Apr). Virtual appointments available anytime.

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