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We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and achieving their goals.

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Our calculators have been provided as a resource for you to help plan your financial matters. Enter your criteria and you will find answers with dynamic graphs and personalized reports.

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Our goal at Lota & Bernard, LLC is to provide the highest quality of service to our clients. We pride ourselves on our long-standing relationships with our clients, and on the integrity with which we practice accounting.

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