At the firm of Kathleen T. Lemon, C.P.A., we offer a wide variety of services to suit your financial and tax preparation needs including accounting, tax and computer support services.

ACCOUNTING SERVICES

Financial Statement Preparation

• Profit and non-profit organizations
  

  Compilation
  Review

• Financial projections and forecasts

• Personal financial statements

• Assistance in SBA and conventional loan packaging requests

Financial Accounting Consultations

• New business set up, including choice of entity

• Structuring a purchase or sell of business

• Retirement and other qualified plan planning consultations; i.e. profit sharing, cafeteria, and pension plans

• Controllership by the hour

• Management advisory services

• Payroll Services
  

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• Individuals
• C Corporations
• S Corporations
• Partnerships  
• Trusts
• Estates
• Non-Profit entities

Tax Planning and Consultations

• Minimization of income tax liability
• Preretirement planning
• Retirement planning
• Estate planning
• Tax consequences of change in marital status     

Tax Audit Preparations

• Internal Revenue Service
• State and Local taxing authorities
  

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QuickBooks - Certified Professional Advisors

QuickBooks - Seminars

QuickBooks - Computer Setup and Installation

• Basic, Gold, or Platinum options

QuickBooks - Telephone support

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