Hello again!

A little update now that tax season is over.

I was a little late in getting approved and getting the materials, and that is ok. Next year I will be able to offer the same services as my competitors, without the hefty price tag. 

My list of tax services now consists of:

• Tax Preparation
• Tax Planning (consulting - get 2 years free as a new client with your completed tax returns)
• Tax Advisory (long term - payable in monthly/quarterly/semi/annual installments - all year long - even if I did not prepare your taxes - what if? analysis, tax questions, proactive tips/advice. flexible tiered packages so you get only the services you want at a low monthly rate)
• Refund Advances (tax season only)
• Pay-with-Refund (tax season only)
• Audit Protection (for added peace of mind)
• Tax Debt Resolution (save money when I refer you to my partner and get that debt resolved without going bankrupt

Everything you need, whether you are local or remote, to help you take control of your taxes and manage your liability so you can grow your long-term wealth. Services are not limited to private individuals, small businesses (LLC, LLP, S-Corp, C-Corp, Sole Proprietor) that are not satisfied with their current paid preparer, or are new and need help navigating the regulatory and compliance landscape - call me. 

Client Accounting & Advisory Services also available. New start-up? Books need cleaned up? Looking for help in managing your cash flow? I can do it for you, or guide you to long-term profitability and growth. Budget-friendly packages tailored to you and your business needs always available. Schedule a call or virtual meeting today!

Did I mention that inconsistencies in your business processes are costing you time and money? I will assess, document, streamline and automate your workflows using your favorite apps, or my custom AI-solutions so you can focus on what matters most - family, growing your business, and providing quality services to your customers. 📲📧📅 

Would you believe I do all that alone? Well not entirely, with the help of AI, I have increased my capacity, turnaround time, and elevated my practice to be competitive with firms who have teams doing all this. Take advantage of my experience and use it to future-proof your business today.

Look forward to working each and everyone one of you!

Best regards,

Justin T. Lockhart

Accountant

Owner, L3AS