Business Planning

Our business accounting and planning services are perfect if you:

  • Need help with managing your business financials.
  • Need to set up a new business entity and are not sure how to do it.
  • Feel less than totally satisfied with your current accountant’s level of service.
  • Need the services of a CFO.
  • Need help with payroll or payroll taxes.

Tax Preparation

Hiring a professional ensures your taxes are filed correctly and on time. We prepare the following tax returns:

  • Individual and multi-state Income
  • Corporate (C and S Corporation)
  • Partnership
  • Fiduciary (estate and trust)
  • Gift
  • Payroll

Individual Planning

Our individual planning services are perfect if you:

  • Have questions about a Roth IRA conversion.
  • Need help with capital gains planning.
  • Need neutral investment advice.
  • Have any concerns about inheritance and taxes.
  • Need a reality check on you retirement planning or spending.

In Our Client’s Words…

“We have used Lorie’s services for several years now for both our business and personal accounts. Lorie is extremely well versed in tax law, Quickbooks and the ability to recommend tax-saving measures. Lorie is always available to answer any of our calls and questions and is extremely proficient at getting our year-end and annual taxes done. We have called her several times during off hours and she is always very personable, professional and willing to help. Over the years, Lorie has taught us a number of ways to streamline our business accounting and has trained us well. The bottom line is that we would recommend her to anyone!” – Sarah Fox and Traci Asbury