SERVICES OFFERED

We provide comprehensive tax planning and preparation for all tax returns including, federal, state, local taxes, sales taxes, property taxes and unemployment taxes. We prepare whatever is necessary to protect your interests and save you time by providing the tax information for you to review prior to the filing date. LMO Business Systems is a full-service tax office. If you have any tax questions or concerns during the year, you count on us. We are here to assist you by providing tax peace of mind. In fact, we suggest meeting in June or July of each year for a mid-year tax review planning session. This is one of the best ways you can prepare for the next tax season.

Monthly Reporting

We offer simplified monthly reports and statements to provide a quick and accurate picture of your business activities.

Monthly Operating Statements

Presents your monthly breakdown of sales, cost of sales and expenses; also called a Profit and Loss Statement.

Balance Sheet

Summarize your total business assets, liabilities and net worth at any given point during the year so you can make decisions about capital expenditures or how to improve profits.

Bank Reconciliation

This is the careful comparison and proof of your bank account statement with your checkbook balances each month to ensure you are working with the correct totals.

General Ledger Report

This is a record of the dates, check numbers, payees and amounts of all expenses within each of your business accounts. Whether you prepare your records by hand, or using one of the computerized accounting systems, this report will provide you with the assurance that your reports have been properly prepared.

We deliver thoughtful investment advisory services that includes comprehensive guidance on a client’s financial situation, including investment management, estate and tax planning, accounting, retirement planning and legal guidance within the scope of our knowledge.

As an accounting, bookkeeping and tax firm, we collect nonpublic personal information about you from different sources. Information received from you on applications, tax preparation worksheets, organizers and supporting schedules are used in preparing your tax returns and other forms as well as personal interviews, meetings, and conferences with you.