Services
Year-Round Tax Planning
Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible. Whether you prepare your own returns or we do it for you, Lucinda will work with you year-round to ensure you understand and are prepared for the tax implications of your financial decisions.
Tax Dispute Resolution
As an Enrolled Agent, Lucinda Layton is federally-licensed and has unlimited rights to represent taxpayers before the Internal Revenue Service. This means she is unrestricted as to which taxpayers she can represent, what types of tax matters she can handle, and in which IRS offices she can represent clients. In addition to tax preparation and planning, Lucinda can help you with tax audits, unresolved tax issues, correspondence from the IRS, and years of unfiled tax returns.
Full Service Bookkeeping
As a Certified QuickBooks Bookkeeper, Lucinda's job is to free you up so you can grow your business and increase revenue. She'll handle the bookkeeping while keeping you informed along the way. We provide a broad range of services, including full-service bookkeeping, year-end clean up and closing the books, and preparing your "old-school" records (whether those are Excel spreadsheets or a shoebox full of receipts) for your CPA or tax-preparer. Let's define a custom solution that supports your business and fits your budget.