The LM Company, Inc. Tax And Accounting Services
About
Tax firm with 24 years experience specializing in business taxes for self-employed individuals, entrepreneurs, and business owners. We also work with individuals that have investments such as rental income, or income from stocks and crypto-currency.
We offer full services to businesses consisting of tax preparation, bookkeeping, and payroll, including comprehensive tax planning on a month to month basis to ensure that every business owner and self-employed individual gets the best possible tax outcome.
Details
Special tax situations
Employment status
Filing status
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
A thorough review of the current tax situation of the person or business to determine the required needs and explanation of my services.
What education and/or training do you have that relates to your work?
23 years experience in taxation
IRS Enrolled Agent credential since 2010 (An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a comprehensive IRS examination, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards and individuals who obtain this elite status must adhere to ethical standards. Enrolled Agents have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before).
MBA with Finance Emphasis from the University of Redlands
I was a tax and accounting instructor in a vocational school from 2009 to 2011
Do you have a standard pricing system for your services? If so, please share the details here.
I offer a full service bundle for business owners that includes bookkeeping, payroll, and tax preparation. Additionally I also include month to month tax planning sessions to ensure that every major transaction has a favorable tax outcome.
This is suitable for business owners who want all these services from one provider and are offered on a flat fee per month.
How did you get started in this business?
Began acquiring my experience in a major tax company from 2000 to 2006. Branched out and began my own practice in 2007.
What types of customers have you worked with?
Self-employed individuals, business start-ups, rental property investors, out of state businesses, stock investors, foreign individuals, partnerships, LLCs, corporations, non-profit. tax audit representation for individuals and business entities, Quickbooks set-up and advising
What advice would you give a customer looking to hire a pro in your area of expertise?
The objective of a business is not just growth in sales or production, but also financial growth for the business owner. A great accountant will guide the business owner in making the best financial decisions through monthly planning to ensure that the right strategy is implemented that will create the best outcome.
What questions should customers think through before talking to pros about their needs?
How often is the accountant in communication with his/her clients?