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What We Do

Clopton & Company, LLC provides a wide range of services to individuals and businesses in a variety of industries. At Clopton & Company, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Planning and Return Preparation Services

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Client Write-up Services

Third parties who rely on your financial statements often require compilations for assurance. Our write-up services include:

  • Monthly, quarterly, semi-annual, or yearly compiled financial statements
  • Experience in various areas of industry including professional firms, service industries, manufacturing companies, and retail businesses
  • QuickBooks Professional Advisors to provide the service

Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from making payroll tax deposits to filing the necessary tax returns? We're here to lend a hand with our payroll services:

  • After-the-fact payroll processing
  • Payroll compliance reporting
  • Tax deposit calculations/EFTPS

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Clopton & Company, LLC provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Investment Consulting
  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning

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