Smart Accounting and
Tax Solutions
“You have the passion and skill to be great at your chosen path. Take the stress off by trusting a proven accounting team to handle your tax and
accounting needs.”
ur Our Services
Taxes
Having a solid tax strategy is key to reducing taxes. If you have a C, S corporation, LLC, Partnership, or Sole Proprietors, properly prepared tax returns can minimize tax payment. Tax law is complex, even with new tax reform, but it’s easy to overlook deductions and credits to which you are entitled.
Accounting
As a small business owner, you have more important things to do than to worry about your accounting and bookkeeping. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Forensic Accounting
We offer fraud examination and business litigation services with a background in law enforcement to provide unparalleled forensic accounting services. We also help new or established businesses with monthly accounting to streamline reporting and tax preparation.
Wealth Managment*
Your financial goals are our financial goals. We assist you in aligning your financial resources with your priorities. Where do you want to go financially? Our advisors will help you get there.
About Next Peak Financial Group
Next Peak Financial Group was established in 2022 with the goal of providing accurate, detailed accounting services with a focus on the customer experience. We value our clients as people and want to see them succeed in business and in life. We service small businesses and individuals locally and all over the country.
Whether we are meeting in person or handling everything remotely, our clients appreciate our friendly, relatable, and educational approach to all things accounting and tax. Its one of the reasons we’ve been selected as the Readers Choice #1 Best Accountant in the Folsom/El Dorado Hills area 4 years in a row by Style Magazine.
Clint Herndon, CPA, CFE
CEO
Kevin Wright, CPA
President
Blogs
Start-Up Business Info #1
Have you ever been around someone who has this insatiable passion to do something no one else understands? They might even get criticized or questioned for launching into a new endeavor that “doesn’t pay enough” or will never be a “real career.” Those people, when...
Top 3 Tax Myths
If you follow me on Instagram or Facebook, you might have caught my post on this yesterday (1/15/19). I have a lot more space here to expand on the post, so I’ll dig a little into the weeds. Let’s face it, the tax code is enormous and confusing. Even tax...
Personal Finance – The Emergency Fund
The key to building anything is a solid foundation.To build wealth and succeed financially, one of the foundational pieces is creating and living by a budget. Another essential is having a proper emergency fund. I have worked with clients that ask, “If we’re sticking...
Style Magazine Reader’s Choice Award for #1 Best Accountant in Folsom (2019, 2020, 2021 and 2022) and Folsom Telegraph’s Best of Best (2020 and 2022)