What We Do
Lota and Bernard Accountants, LLC provides a wide range of services to individuals and businesses in a variety of industries. At Lota and Bernard Accountants, LLC We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Here are just some of the specialized services available to clients at Lota and Bernard Accountants, LLC
Tax Planning & Return Preparation
We guide our clients through comprehensive tax planning and preparation with strategies that minimize liabilities, maximize cash flow, and keep you on track toward your financial goals. Using our expertise, experience, and thorough research, we uncover opportunities in both existing and recently updated tax laws. We stay current on all regulations and help make sense of your receipts, bills, and notices.
Estate and Trust Taxes
Effective estate, trust, and gift planning can help eliminate estate taxes when done correctly. We stay up to date with changes in estate tax laws to provide accurate guidance. Additionally, we assist with the complexities of estate administration, including preparation of federal and state tax filings.
Consulting Services
Our consulting services are the key to building our strong client relationships. We offer a wide range of such services, including but not limited to analysis of current business operations and cash flows, buying/selling a business, buying or renting real estate, business entity selection, financing issues, and pension/profit sharing plans.
Bookkeeping/Write up
We understand that many businesses don’t have an in-house bookkeeping department, and as a business owner, you may not have time for these tasks. Our experienced staff is here to handle your bookkeeping efficiently. We ensure your financial records are accurate, organized, and up to date.
Payroll Services
Payroll can be complex with federal and state regulations, but we’re here to help whether you handle it in-house, use QuickBooks Payroll, or need a full-service solution. We can prepare all federal and state payroll tax forms, including W-2s. Additionally, we assist with payroll calculations and ensure compliance with employee paystub requirements.
Sales Tax Services
Many business owners understand the sales tax rules in their own state, but selling to customers in other states can be confusing. We help you navigate sales tax regulations across all states. Our team can determine whether you have sales tax filing requirements and guide you through compliance.
IRS Representation
At Lota & Bernard, LLC, we bring over 25 years of hands-on experience navigating the complexities of the IRS and state taxing authorities. Our extensive knowledge allows us to effectively represent clients, resolve disputes, and ensure compliance, giving you confidence and peace of mind in every financial matter.
