What We Do
TAX SERVICES
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 experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently modified tax laws.
We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Contact Us
What We Do
ACCOUNTING SERVICES
We are committed to preparing the timely and accurate financial information that facilitates the effective, continuing operations of our clients. We provide a variety of accounting services, including the following:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Business tax return preparation (Sales & Use taxes/Business Property taxes)
- Budgets, forecasts and projections
What We Do
FINANCIAL REPORTING SERVICES
We love helping small businesses with their Financial Reporting. We compile and review all of your financial information and spend real time with you to go over everything.
Contact Us
What We Do
BUSINESS & FINANCIAL CONSULTING
Starting and maintaining a business can be a complex and difficult process. Proper planning and goal setting in conjunction with the optimal use of your resources are crucial to success. We can offer advice and develop solutions to help you achieve your goals. To do this we offer a variety of consulting services that include:
- Selecting the type of entity
- Buying or selling a business
- Completing all of the necessary tax registration forms
04 testimonials
people say about us
I've worked with Lerman for over 10 years, and every year they complete our taxes quickly and accurately. Can't imagine using anyone else!
“
I've used them for my personal and business taxes for years, and couldn't be happier.
“
I have used Stuart as my personal and professional accountant since the early 1990's. He is smart, professional, responsive and a heck of a nice guy. I recommend him highly.
“