Services

At Lota & Bernard, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

We provide all levels of financial reporting, and see it as an opportunity to provide your business with consulting services to help maximize profits and efficiency.

Effective estate, trust and gift planning can eliminate estate taxes if done properly. We stay current with the changes in the Estate tax laws so that we can advise you accordingly.

We can also guide you through the complexities of Estate Administration including preparation of Federal and State tax filings.

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.

We know there are many businesses that do not have their own bookkeeping department, and as a business owner you may not have the time for bookkeeping. Our staff can assist you with your bookkeeping duties.

With the Department of Labor rules that exist on both the Federal and State level, preparing payroll can be challenging. Whether you do your payroll in house, use QuickBooks Payroll, or desire a payroll service, we can help you manage your payroll needs. We are equipped to prepare any Federal or State payroll tax form, including W-2 forms. We can also assist in the calculation of payroll checks and compliance with rules for issuing paystubs to employees.

Many business owners know the sales tax rules in the state they are located in. But what if you sell to customers in other states? We can help you decipher the sales tax rules of any state, as well as help you to determine if you have a sales tax filing requirement in any state.

At Lota & Bernard, LLC, we have over 25 years of experience in dealing with the IRS and State taxing authorities.