Practice Areas

Where You Need Guidance,

We Deliver Clarity

Our practice areas are designed to help you gain control, boost profits, and make confident financial decisions.

Whether you're a growing small business or a multi-location franchise, we offer tailored support to help you achieve your financial goals and protect your future.

Small Business Tax & Accounting

At Hanlon CPA, we partner with small business owners to simplify their financial lives and empower their growth. We understand you're focused on running your business, not getting buried in financial complexities.

You may not have an in-house accountant, or perhaps you've worked with a bookkeeper or even a CPA firm but didn't receive the insight or support you needed. We take a hands-on, consultative approach to help you.

Review and improve your existing processes
Streamline bookkeeping and quarterly reporting
Produce accurate interim financials

We also train clients to become more financially independent using QuickBooks – both Denise Hanlon and Kathleen Marrone are certified ProAdvisors. With our help, you'll stop reacting to tax season and start planning proactively.

Saida Buckley

Certified Quickbooks ProAdvisor

Small Businesses Personalized Tax Planning

At Hanlon CPA, we specialize in empowering business owners like you—whether you're expanding rapidly or already running a high-performing network of locations. We understand your unique challenges and opportunities, focusing on scaling and maximizing profitability across your enterprise.

This includes comprehensive support for your complex financial landscape:

As a business owner, your personal finances are tightly connected to your business decisions. We offer tax planning that goes far beyond just preparing 1040s (personal tax returns). We help you understand the tax implications of life events and business moves, plan ahead to minimize liability, and optimize personal wealth. This can include strategies involving trust tax returns or gift tax returns for proper succession planning and wealth transfer.

Strategic Tax & Advisory Services

Our advisory services are built for business owners who are scaling fast and want clarity at every step.

We help you:

Increase profits by identifying areas to optimize or eliminate.
Strategically restructure for expansion, sale, or succession.
Improve infrastructure through tools, systems, and staffing guidance.
Structure your business to maximize tax savings, potentially leveraging trusts or gifting strategies.
Forecast future outcomes with robust financial projections.

Need representation with tax authorities?

We provide that, too.

When you're ready to grow with confidence—not confusion—Hanlon CPA is your strategic partner.

Denise Hanlon

CPA & Business Advisor

Personalized Tax Planning (for all clients)

Your personal finances are a critical component of your overall financial health. We offer tax planning that goes far beyond just return preparation, ensuring your tax strategy aligns with your personal and business goals.

We help you:

Understand the tax implications of life events and business moves.
Plan ahead to minimize liability and optimize wealth.
Ask questions freely and get clear, proactive answers.

Many of our long-term clients value how we double-check every detail and explain things in plain language.

We also collaborate with your financial advisor, estate planner, or insurance broker to make sure everything works in sync, including preparing trust tax returns and gift tax returns as part of comprehensive planning.

Franchise Businesses

Franchises face unique financial and operational challenges that require expert accounting and advisory services tailored to their business model. At Hanlon, we specialize in supporting franchise owners with comprehensive solutions designed to promote long-term growth and profitability.

Whether you're launching your first location or managing multiple units, we help you navigate complex tax requirements, streamline your bookkeeping, and implement financial controls that align with franchise standards.

Our team understands the nuances of franchise agreements, royalty structures, and brand compliance—ensuring your business runs smoothly while staying financially sound. Partner with Hanlon to gain a proactive CPA who supports your success at every stage of the franchise journey.