Andrea M. Ward, CPA

Andrea M. Ward, CPA is a full-service accounting firm that specializes in serving small to midsize businesses. They offer investment advisory services through their affiliated company New Century Investments and wealth management services through Aligned Wealth Advisors. The firm's clients include business owners, successful individual investors, executives, and professionals who need investment strategies and portfolios that provide growth and tax efficiency. The firm is known for its patient, professional, and kind staff, including Andrea Ward herself and Melissa. Clients appreciate the firm's attention to detail, clear communication, and ability to handle complex tax matters, such as amending returns and setting up new entities like LLCs. The team now also offers virtual meetings via Zoom, providing convenience for clients who prefer remote consultations. They utilize the latest office technologies, including a secure client portal hosted by Drake, a reputable tax software company, with options for 2FA and MFA for added security. Overall, Andrea M. Ward, CPA is a trusted partner for businesses and individuals seeking comprehensive accounting and financial services. The welcoming environment and knowledgeable staff make clients feel comfortable and well-informed, whether they are handling complicated income tax situations or simply seeking reliable financial advice.