Outsourced CFO. Tax Preparation. Audit Assistance. Special Projects. Litigation Support.
How can we serve you right now?
Our year-round primary focus. At any given time, we serve 8 to 15 clients in a part-time controller/CFO capacity. The title really doesn't matter...it's all about providing a high level of expertise, internally, to businesses and ministries who otherwise can't afford it. A classic example: A small business doing $3M annual revenue, with a bookkeeper. The owner doesn't know how the business is performing, because the bookkeeper only has time to focus on payables and payroll. They can't afford a controller or CFO full-time. But can they afford not to have that level of accounting knowledge available, to review the bookkeeper's work and provide financial advice as the business grows? What if they could get those needs satisfied at a fraction of the price? That's Lighthouse CPA. Let's talk.
We focus on personal taxes and small business returns. And not just the annual tax work; we stay engaged throughout the year to make sure you are maximizing your tax strategies. The tax laws change constantly, and with the industry resources we have invested in, we're able to stay on top of any news that will affect our clients. We navigate new regulations and find every possible deduction for you. We have a robust tax organizer and checklist to ask you questions you've never considered, and we have one of the best tax software solutions on the market. We are confident that we can find tax savings for you and your small business.
We also offer a free review of your last filed tax return to make sure you maximized your tax savings. This review will also allow us to provide you with a quote for tax return preparation, but there is no obligation to utilize our services. Take us up on the offer to review last year's return and you may be surprised by what we find. The popular tax software products for consumers are great, but with the new tax law overhaul there is always a possibility that something was missed. Allow us an opportunity to double-check your return and give you peace of mind.
With 7+ years of audit background, followed by over 10 years on the other side of the table being audited (including 3 straight years of being audited and having zero audit adjustments), Sam can help you and your team prepare for an upcoming audit by reconciling and cleaning up the books, preparing spreadsheets, and serving as a liaison to the auditors during their fieldwork. Sam has also served as an expert witness in legal proceedings, with complex spreadsheets and calculations that helped all parties fully see the financial impact of a particular situation. We can also perform special one-time tasks that inevitably come up for any small business or ministry, or serve as a temporary advisor during a period of transition. The possibilities are endless, and we are ready for the challenge. Whenever you are in a bind and need some financial assistance, consider Lighthouse CPA for an affordable solution that produces quality results.
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