LGM CPAs & Advisors
Client-Focused Accounting and Business Solutions
Expertise and Personalization Combined
We are more than just an accounting firm. We are your trusted advisor, committed to providing exceptional service and personalized solutions to help you achieve your financial goals. With a team of highly skilled professionals and a proven track record of success, we offer a comprehensive range of services designed for businesses and individuals alike. Whether you’re a small business owner, a high-net-worth individual, or in real estate, our expertise enables us to deliver the specialized support you require.
Our Accounting & Tax Services
Maximize Profits, Accumulate Savings
We offer comprehensive services to meet our client’s unique accounting and tax needs. From bookkeeping and financial analysis to strategic tax planning and compliance, we are committed to helping businesses thrive, and individuals achieve their financial goals. Our personalized approach ensures that each client receives solutions addressing their circumstances.
Accounting
- Bookkeeping
- S Corporation, Corporation, Partnership and Trust & Estate Accounting
- Outsourced Client Accounting Services
Tax
- Preparation of Quarterly Tax Projections & Estimated Tax Payments
- Representation & Management of Tax Audits
- Sophisticated Tax Liability Minimization Strategies
- Tax Research
- Tax Return preparation for Individuals, Businesses, Trusts, Estates, and All Family-Related Non-Operating Entities
Financial Solutions for Your Business
A business’s demands can seem never-ending, from managing day-to-day operations to ensuring your financials are in order. At LGM CPAs & Advisors, we are well-versed in the difficulties businesses face with finances, accounting, and future planning. We understand that tasks such as tax management, agreement optimization and succession planning can be challenging. Our experienced team provides the expertise and support you need to navigate these challenges seamlessly.
- Tax
- Bookkeeping & Client Accounting Services (CAS)
- Business Consulting
Specialized Support for Real Estate
Our expertise encompasses all areas of real estate growth including identifying development strategies, securing financing, managing properties, and overseeing ownership. We provide personalized solutions that extend beyond accounting services to help you navigate the intricate real estate market and optimize your return on investment; no matter who you are or whatever your goals may be:
- Real Estate Developer Looking to Realize Your Vision
- Property Owner Aiming to Generate Income
- Investor Seeking to Expand Portfolio
- Passive Investor Planning and Strategy
What challenges do you face?
We want to give you a head start in your financial journey. At LGM CPAs & Advisors, our services are designed to empower you to take control of your finances and achieve financial freedom. From tax planning and budgeting to retirement planning and investment management, our team is committed to providing the guidance and support you need to make informed financial decisions.
- Financial Consulting & Management for UHNW (Ultra-High-Net-Worth) Individuals
- Tax Preparation
- Trust & Estate Planning
Meet Your Advisors
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CEO
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CTO
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COO