Tax season shouldn’t feel overwhelming or rushed. We take a thoughtful, personalized approach so your return is prepared with clarity and strategy, not guesswork or last-minute scrambling. We’ll take the time to understand your income, deductions, investments, and goals, ensuring your tax decisions support both your current needs and your long-term financial plans.
Starting at: $295
Full preparation of your Federal income tax filing
All required State and Local income tax filings
Careful review of deductions and credits to ensure nothing is missed
Forward-looking tax planning to reduce future tax obligations
Clear communication and support throughout the year along with tax notice support
The experience is designed to be smooth, attentive, and genuinely supportive. You’ll receive guidance you can trust, a return prepared with precision, and a better understanding of how to approach your taxes moving forward with confidence and ease.
Your business deserves more than data entry at tax time, it deserves strategic guidance. We take a thoughtful, thorough approach to your business return so that your financial story is accurately represented and aligned with your long-term goals. Together, we’ll ensure your tax position supports stability, growth, and peace of mind.
Starting at: $1,095
Comprehensive preparation of your business tax return
(S-Corp, Partnership, C-Corp)
Coordination of State and Local business filings
Careful review of deductions, depreciation, and credits to ensure full optimization
Guidance on owner compensation, distributions, and tax-efficient profit strategies
Ongoing tax planning to minimize future liabilities and avoid surprises
Clear communication year-round, not just at deadlines
The process is designed to feel collaborative, organized, and dependable. You’ll receive a return prepared with precision and insight, along with proactive recommendations tailored to your business’s unique needs and financial direction.
Take the guesswork and administrative burden out of structuring your business. Our Full-Service S-Corp Setup ensures your company is positioned for tax efficiency, compliance, and long-term growth, all while giving you peace of mind that every detail is handled correctly. This is a one-time investment for thousands in savings each year.
Priced at: $750
Comprehensive entity assessment to determine if an S-Corp is the optimal structure for your business
Preparation and filing of S-Corp election with the IRS and any state requirements necessary
Setup of owner compensation strategy, including reasonable salary and distribution planning
Payroll guidance and integration to maintain compliance and optimize tax outcomes
Review of deductions, credits, and other opportunities to maximize tax efficiency
Clear, ongoing guidance so you understand your obligations and benefits
With this service, you receive start-to-finish support, ensuring your S-Corp is not only legally compliant but strategically positioned to save you money and support your business goals. We handle the paperwork, the planning, and the details so you can focus on growing your business with confidence.
Take the stress out of your day-to-day financial management. Our Full-Service Bookkeeping & Accounting ensures your records are accurate, organized, and ready to guide your business decisions. Whether you need help entering transactions, cleaning up existing bookkeeping, or maintaining ongoing financial oversight, we tailor our services to the rhythm of your business; daily, weekly, or monthly.
Starting at: $425/month
Income & Expense Categorization– Ensuring every transaction is correctly recorded for accurate reporting and insights
Monthly Bank Reconciliations - Keeping your accounts accurate and up-to-date
Monthly Financial Statements– Clear, actionable reports for confident decision-making
Payroll Processing – Timely and compliant handling of employee pay
Quarterly Tax Estimate Calculations – Stay ahead of tax obligations and avoid surprises
Annual Contractor 1099 Filings – Seamless compliance for your independent workforce
Annual Budget Preparation – Plan strategically for growth and profitability
Unlimited Phone & Email Support – Guidance and answers whenever you need them
With organized, transparent financial records, your business can operate smoothly, make informed decisions, and focus on growth. We handle the details so you can concentrate on running your business with confidence.
Clients who engage in monthly bookkeeping services receive a discount on their annual tax preparation. This ensures your books are accurate year-round, making tax season smoother while providing additional savings.
LOA partners with Liberty Wealth Management in helping their clients plan for and reach their financial goals.
484-851-3305 lindsay@lindsayalbertea.com
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