Business Details
26 Years
experience
Strategic Accounting & Tax Services for Growing Businesses
Hanlon CPA is a strategic financial partner dedicated to empowering business owners through comprehensive accounting, tax planning, and advisory services. With over three decades of combined expertise, our team specializes in simplifying complex financial systems, uncovering hidden tax savings, and delivering actionable insights tailored to small and medium-sized enterprises. We prioritize proactive support, ensuring clients achieve sustainable profitability while maintaining compliance with evolving regulations.Our focus on personalized guidance, advanced QuickBooks expertise, and multi-entity financial structuring positions us as a trusted advisor for entrepreneurs navigating growth, succession, or franchise expansion. By aligning with legal, HR, and financial professionals, we provide holistic solutions that transform financial complexity into strategic clarity.
Services
Tax Planning
Financial Reporting
Tax Return Preparation
Audit Support
QuickBooks Consulting
Payroll Services
Entity Structure Analysis
Franchise Accounting
Cash Flow Optimization
Details
- Year established: 2000
Highlights and features
- 30+ years of accounting experience with Fortune 500 and SMB clients
- Proactive tax planning with IRS audit-proof strategies
- Certified QuickBooks ProAdvisors on staff for system optimization
- Personalized reporting for multi-location business transparency
- Limited client base ensures dedicated advisory support
Associations and certifications
- CPA
- QuickBooks ProAdvisor
- Certified Tax Coach
What people say
Proactive support
Knowledgeable team
Time-saving solutions
Audit-ready accuracy
Personalized guidance
Services
Tax Planning
Our strategic tax planning identifies legal deductions, depreciation opportunities, and entity structuring to minimize liabilities while ensuring IRS compliance. We develop customized strategies for business growth cycles, including expansion, succession planning, and asset protection frameworks that maximize after-tax income.
Financial Reporting
We produce clear financial statements and KPI dashboards that transform raw data into actionable insights. Our reporting includes multi-entity consolidation, cash flow forecasting, and profitability analysis to support data-driven decision-making for scaling operations.
QuickBooks Consulting
Certified ProAdvisors implement and optimize accounting systems tailored to business needs. Services include chart of accounts restructuring, workflow automation, and staff training that improve financial visibility while reducing manual processing time.
Franchise Accounting
Specialized services address franchise royalty structures, territorial expansion planning, and brand compliance requirements. We ensure accurate unit-level reporting and strategic tax positioning aligned with franchise agreement terms and growth objectives.
Entity Structure Analysis
We evaluate legal business structures for optimal tax efficiency and liability protection. Our analysis compares S-corp/C-corp/LLC options considering ownership changes, expansion plans, and long-term wealth transfer strategies that align with both business and personal financial goals.
People
Denise Hanlon
Owner & Lead Advisor
CPA with 30+ years experience spanning Fortune 500 corporate finance and SMB specialization. Developed expertise in multi-entity tax optimization and business scaling strategies after founding Hanlon CPA in 2000.
Kathleen Marrone
Office Manager
35+ years small business management experience with QuickBooks Desktop/Online certification. Specializes in streamlining operational processes through accounting system optimization and workflow automation.
Saida Buckley
Tax Preparer & Accountant
MBA-accredited specialist with 13+ years experience in complex tax returns and nonprofit accounting. Holds additional certifications in QuickBooks and emergency response coordination for business continuity planning.
Danielle Engelstad
Staff Tax Preparer
15+ years individual tax specialist with Big 4 accounting firm background. Focuses on personal tax strategies while balancing remote work operations for clients in multiple states.
Questions
What accounting services do you offer for franchise owners?
We provide specialized franchise accounting including royalty structure analysis, multi-unit financial consolidation, brand compliance reporting, and expansion planning tailored to franchise agreements.
Do you offer tax planning for personal wealth optimization?
Yes, we integrate personal and business tax strategies, including trust/gift tax planning, retirement modeling, and life event tax impact analysis to optimize overall wealth preservation.
Can you handle complex business entity structures?
Our team specializes in multi-entity structures, including S-corps, C-corps, and partnerships, with expertise in strategic restructuring for tax efficiency and growth.
How do you support business owners beyond tax preparation?
We offer financial system implementation, cash flow forecasting, depreciation planning, and operational scalability consulting to drive long-term business growth and owner independence.
What QuickBooks support options are available?
Our ProAdvisors provide system setup, workflow optimization, training, and ongoing support for QuickBooks Online/Desktop, ensuring accurate financial reporting and compliance.
