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The LM Company, Inc. Tax and Accounting Services logo logo
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The LM Company, Inc. Tax and Accounting Services

301 North Lake Avenue, Pasadena, CA

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About

Tax accountant with 24 years experience specializing on taxation for self-employed individuals, entrepreneurs, and business owners. I also assist individuals with investments such as stocks, real estate, and crypto-currency.

I offer full services to businesses consisting of tax preparation, bookkeeping, and payroll, including comprehensive tax planning on a month to month basis to ensure that every business owner and self-employed individual gets the best possible tax outcome.

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4 hires on Bark
5 hour response time

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Q&As

Tax Preparation, Tax Planning, Bookkeeping, Payroll, QuickBooks Desktop, QuickBooks Certified Online Specialist, Tax Resolution (tax audits, offers in compromise, unfiled returns for multiple years)

The objective of a business is not just growth in sales or production, but also financial growth for the business owner. A great accountant will guide the business owner in making the best financial decisions through monthly planning to ensure that the right strategy is implemented that will create the best outcome.

When a new client comes to me with a tax or financial issue and I successfully resolve their problem with a step by step plan to ensure the client has peace of mind.

I've always been an entrepreneurial person. Flexibility to spend time with family was crucial in starting my own business.

Most tax pros prepare returns on transactions realized from the year before but not too many work with clients during the year to plan in advance. Any person who engages in any type of financial transaction should always ask what effect will it create tax wise. I strive to be proactive with my clients by advising them to consult with me before they engage in any financial transaction to make sure the outcome is favorable.

We offer remote services via google meet. Clients can upload their tax forms through our secure portal as soon as we provide access and clients can access their tax returns through the secure portal.

Services

Full services consist of tax preparation, bookkeeping, payroll, including comprehensive tax planning on a month to month basis on a monthly fee.

Tax audit representation for individuals and/or businesses, offers in compromise, unfiled taxes for multiple years

Self-employed income, stocks and investments, rental property, foreign income, multi-state income

Tax preparation for partnerships, LLCs, corporations, as well as consultation for entity formation and maintenance (minutes, resolutions, etc.)

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