Personalized tax preparation, proactive planning, and practical accounting support for individuals and small businesses in Westerly, Rhode Island, and beyond.
Rooted in Westerly
Built for clients who value clear communication, thoughtful planning, and personal service.
“Good accounting shouldn’t feel transactional or rushed. When your financial structure is organized well ahead of deadlines, decisions become clearer and quieter.”
Clear communication • Proactive tax planning • Secure digital workflow
Focused on individual and small-business tax preparation, pass-through entity compliance, dependable bookkeeping, and year-round planning tailored to your circumstances.
Personalized federal and state income tax preparation for individuals and families. Services include investment income, itemized deductions, self-employment income, rental properties, and other common individual tax situations.
Focused on accuracy, clear communication, and identifying applicable tax-saving opportunities.
Federal and state S corporation tax preparation, shareholder K-1 reporting, reasonable compensation considerations, distributions, and ongoing tax compliance.
Helping business owners understand how business decisions affect their personal tax returns.
Partnership and multi-member LLC tax preparation, including Schedule K-1 reporting, allocations, and related federal and state filing considerations.
Helping partners navigate the relationship between their business tax filings and individual tax obligations.
Proactive tax planning for individuals and business owners, including estimated tax payments, retirement contribution considerations, business deductions, compensation strategies, and year-end planning.
Practical recommendations based on each client’s circumstances rather than promises of guaranteed tax savings.
Guidance on the tax implications of sole proprietorships, LLCs, partnerships, and S corporations, including assistance with evaluating and preparing applicable federal tax elections, such as S corporation elections, where appropriate.
Note: Legal entity formation and legal advice may require coordination with an attorney.
Ongoing bookkeeping, account reconciliations, transaction classification, financial statement preparation, and accounting cleanup for small-business owners who want reliable financial information without managing every accounting detail themselves.
Monthly and quarterly bookkeeping arrangements available when appropriate.
Financial reporting reviews, cash flow analysis, budgeting, profitability analysis, and support with financial decision-making.
Helping owners better understand their numbers and identify opportunities to improve financial organization and business performance.
Whether you need individual tax preparation, pass-through entity compliance, or organized monthly bookkeeping, we can structure an engagement around your needs.
Schedule a Consultation
Personalized Service
Built on clear communication, thoughtful planning, and long-term client relationships.
Josh Barber is a Certified Public Accountant and the founder of Barber CPA & Advisory, serving individuals, entrepreneurs, and small businesses throughout Westerly, Rhode Island, and surrounding communities.
With experience in financial analysis, accounting, bookkeeping, tax preparation, and business financial operations, Josh brings a practical, detail-oriented perspective to helping clients understand their finances and make informed decisions.
In addition to his professional work, Josh serves on the Supervisory Committee of Westerly Community Credit Union, contributing to the oversight of financial reporting, internal controls, and organizational accountability.
His approach emphasizes clear communication, thoughtful planning, and long-term relationships. Whether preparing an individual tax return, navigating the complexities of an S corporation, or helping a business owner organize their books, Josh aims to make financial matters more manageable and less intimidating.
As a member of the Westerly community, Josh values building a practice rooted in trust, accessibility, and personalized service.
Existing clients have 24/7 access to our secure TaxDome portal—bringing encrypted document exchange, electronic signatures, tax organizers, and direct messaging into one organized workspace.
Sign in to upload tax documents, review completed returns, message our office, or manage invoices through TaxDome.
Access Client Portal →We welcome inquiries from individuals and small businesses in Westerly, Rhode Island, surrounding Rhode Island and Connecticut communities, and remote clients where appropriate.
Service Area
Westerly, Rhode Island
Serving Westerly, surrounding Rhode Island and Connecticut communities, and remote clients where appropriate.
Existing Clients
For secure file sharing and account access, please use the Client Portal.
Complete the form below to introduce yourself, and Josh will follow up to schedule a conversation.