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What We Do

Oliver & Spencer, PC provides a wide range of services to individuals and businesses in a variety of industries. 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:

Monthly Bookkeeping

It is impossible to effectively manage a business, comply with tax and regulatory requirements and have peace of mind without timely and accurate financial information. Our bookkeeping services provide you with up to date information necessary for you to make good business decisions. We work with your current accounting methods or help you develop new ones to make sure you get timely financial statements. We also offer our monthly bookkeeping clients a fixed fee arrangement that means you can call as often as you have questions. Get the best information possible before making a decision rather than trying to make it work after the fact.

Tax Planning and Tax Returns

At Oliver & Spencer, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Business Consultation

All business owners have questions. Should I incorporate? What benefits can I receive as a business owner? Should I buy or lease? What's the tax impact of this purchase? The list is endless. Our entire service relationship is built on proactive communication that gives the business owner real-time information needed to make a decision before its too late. Our monthly clients receive free consultation regarding a myriad of business and tax issues and our help in solving everyday problems.


This may seem trivial but far and away the #1 complaint from new clients is "I could never get ahold of my accountant!" We pick up the phone, we answer the email and explain complex things in a straightforward manner, laying out the issues, the risks and benefits and the bigger picture of how this fits in with your financial life. Taxes are not always the biggest consideration.

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