We find the money other accountants miss.
Most clients won’t see seven figures — but every client gets a CPA who plans the tax bill before year-end and brings the tax consequence into every business decision. Manufacturing tax strategy, advisory, and fractional CFO.
Most firms do tax or advisory. We do both — at the same time.
A CFO who can’t speak tax will tell you to buy the equipment. A tax preparer who never looks at your strategy will tell you in April what it cost you.
We do something different. Every conversation about your business — a hire, a purchase, an expansion, a sale — already carries the tax consequence with it. That’s what makes the advice worth more: you’re getting one strategy that accounts for both.
And we plan for the long game. We never chase a quick win this year that costs you more over the next two.
Strategic work for owners who want more than compliance.
Tax Strategy & Planning
Proactive, multi-year planning so your tax bill is decided before year-end — not discovered at filing. The flagship of everything we do.
Learn more →Advisory & Fractional CFO
Financial leadership for growing businesses — cash flow, benchmarking, and the big decisions — with the tax impact built into every recommendation.
Learn more →Buying & Selling a Business
Structuring transactions for the after-tax result, not just the headline price. From deal structure to multi-year impact.
Learn more →Tax Preparation & Compliance
Accurate returns and clean books — included because we already know your situation cold. Part of the relationship, not a one-off service.
Learn more →Most firms stop at the obvious deductions. We don’t.
Even routine planning gets the full treatment — because our team studies tax relentlessly and digs for options other preparers never look for. What some accountants treat as advanced strategy, we treat as the baseline. And sometimes the digging uncovers something extraordinary:
R&D tax credits captured for an Indiana manufacturer.
R&D credits for a manufacturing & technology company.
Strategy that materially cut the tax bill for a high-income W-2 earner.
Outliers like these aren’t every client’s story — but we’re ready, willing, and able to find them when they’re there.
Results are specific to each client’s facts and circumstances. Past results do not guarantee future outcomes.
We work one way: as your year-round advisor.
Delta isn’t a once-a-year tax shop. We don’t do drop-in returns, one-off projects, or seasonal filing. Every client — business or individual — works with us through an ongoing monthly advisory relationship, with tax strategy built in all year long.
That’s deliberate. The depth we bring only works when we’re in it with you year-round. If you want a strategic partner in your corner every month, let’s talk.
A high income with no plan? Let’s fix that.
If you’re a high-income earner — including on a W-2 — who feels like you have no options at tax time, you have more than you think. We build advanced, proactive strategies for individuals who want a CPA as a true strategic partner.
A simple, proven process
Review & Diagnose
We understand where you stand — your books, your return, your goals — and find what you’re leaving on the table.
Build the Strategy
A proactive, multi-year plan, with the tax consequence built into every move.
Ongoing Partnership
Regular check-ins, year-round. You run the business; we keep the numbers and the tax strategy working in your favor.
About Delta CPA GroupLed by Amy Grego, CPA
Delta CPA Group is built on a simple belief: accounting should be strategic, not just compliant. We show you exactly what your numbers mean, plan ahead to lower what you owe, and stay in your corner all year — not just at tax time.
You get CPA-led tax strategy and a team that supports you year-round.
Proactive, not reactive.
We plan ahead to minimize taxes and maximize profits — and we make sure you understand your finances, not just get a bill. A trusted advisor, year-round.
Find out what you’re leaving on the table.
Schedule a free consultation. We’ll talk through where you stand and where the opportunities are — no pressure, no obligation.
Schedule a Free Consultation