Tax Preparation, Planning & Dispute Resolution EA#: 00149654-EA

Services

Year-Round Tax Planning

Smart tax planning is the key to keeping more of what you earn. We take the time to get to know your goals and design a customized strategy that fits your unique situation. Whether it’s planning for retirement, managing investments, or preparing for life events like selling a home or starting a business, we’ll show you how to minimize your tax liability and maximize your savings year-round.

We don’t just focus on April 15th — we look ahead, helping you make confident decisions today that set you up for long-term financial success. With our proactive tax planning services, you’ll always know where you stand, avoid surprises, and discover opportunities to reduce your tax bill before it’s too late.

Tax Preparation

We believe the best results come from real conversations — detailed, live (and often lively!) chats with your trusted tax expert to make sure nothing is overlooked and every possible tax-saving opportunity is uncovered. You can choose the option that fits your lifestyle best: convenient remote tax preparation from the comfort of your home or welcoming in-person tax preparation at our office.

For our new clients, we provide a complimentary review of your last two years of tax returns to look for missed deductions, errors, or opportunities you may have overlooked — making sure you’re not leaving money on the table. And if you prefer to prepare your own returns, but want a little extra peace of mind, our tax return review service will help you catch mistakes, uncover additional deductions, and identify any potential IRS red flags, so you can file your tax returns with confidence.

Audit representation, Offers in Compromise, IRS Letter Responses, Opinion Letters by Lucinda Layton

Tax Dispute Resolution

When the IRS or state tax agencies come calling, it can feel overwhelming — but you don’t have to face it alone. We provide experienced, professional guidance to help resolve tax problems quickly and with as little stress as possible. From responding to IRS notices to negotiating payment plans, addressing audits, or tackling complex tax debt issues, we’ll be in your corner every step of the way.

Our goal is to protect your rights and give you peace of mind while working toward the best possible resolution. With clear communication and strategic approach, our tax dispute resolution services help you move forward with confidence and get back to focusing on the things that matter most in life.

Full Service Bookkeeping

As a Certified QuickBooks Bookkeeper, Lucinda’s job is simple: free you up so you can focus on running and growing your business. We’ll take care of the bookkeeping while keeping you fully informed every step of the way. Our services include full-service bookkeeping, year-end clean-up, closing the books, and preparing even the most “old-school” records (whether that’s Excel spreadsheets or a shoebox full of receipts) for your CPA or tax preparer.

Whether you need ongoing support or just a one-time project, we’ll work with you to define a custom bookkeeping solution that supports your business goals, fits your budget, and gives you the clarity and confidence you need to make smart financial decisions.