Our Services
Welcome to Lombardi & Co., your trusted partner in accounting services. We cater to individuals, businesses, and non-profits, providing tailored solutions to meet your unique financial needs. Our experienced team is dedicated to delivering accurate, reliable, and personalized support, ensuring your financial success. Let us help you navigate the complexities of accounting with confidence and ease.
PERSONAL SERVICES
We understand that effective planning can save you time and money. Our team of experts is dedicated to providing personalized tax preparation services tailored to your unique financial situation. We take the stress out of tax season, ensuring you maximize your deductions and stay compliant with the latest regulations. Trust us to guide you through every step of the process.
BUSINESS SERVICES
We specialize in providing comprehensive bookkeeping solutions, expert consulting, and thorough reviews and compilations to ensure your financial success. Our dedicated team is here to you navigate the complexities of taxation and accounting, so you can focus on what you do best—growing your business. Let us partner with you for a stress-free financial experience!
NONPROFIT SERVICES
Our dedicated team is here to ensure your organization remains compliant while maximizing its financial health through Tax Audits, Bookkeeping, and Consulting. Let us handle the complexities of your financial needs and concerns so you can focus on your mission. Reach out today to learn how we can support your non-profit's success!
PERSONAL SERVICES
Personal tax planning and preparation services involve helping individuals navigate their tax obligations to maximize deductions and minimize liabilities. These services typically include analyzing financial situations, developing strategies to optimize tax outcomes, and filing necessary tax returns accurately and on time. Professionals in this field ensure compliance with tax laws while providing guidance on future financial decisions that may impact taxes. Overall, these services aim to simplify the tax process and provide peace of mind to clients.
Tax Planning & Preparation
BUSINESS SERVICES
Tax Planning & Preparation
Tax planning and preparation services for businesses are essential to ensure compliance with tax laws while maximizing financial efficiency. These services involve strategizing to minimize tax liabilities, preparing tax returns, and providing year-round support to navigate complex tax situations. With expert guidance, businesses can better understand their tax obligations, take advantage of available deductions, and plan for future financial growth. Partnering with a professional ensures that businesses stay informed and proactive in their tax management.
Bookkeeping
Our business bookkeeping services provide accurate and timely financial record-keeping to help you focus on growing your business. We manage your accounts, track expenses, and ensure compliance with tax regulations, giving you peace of mind. With our expert team, you can streamline your financial processes and make informed decisions based real-time data. Let us handle the numbers while you concentrate on what you do best.
Consulting
We offer a range of consulting services to help businesses optimize their financial performance, navigate complex financial landscapes and achieve their strategic goals. These services may include financial planning and analysis, tax strategy development compliance consulting, and assistance with budgeting and forecasting. Additionally, our team can provide guidance on financial reporting risk management, and operational efficiency to enhance decision-making and drive growth for our clients. Overall, their expertise helps businesses navigate complex financial landscapes and achieve their strategic goals.
Reviews & Compilations
Reviews and compilation services offer businesses a thorough examination of their financial statements. In a review service, we perform analytical procedures and inquiries to provide limited assurance that the statements are free of material misstatements. Meanwhile, a compilation service involves assembling financial data into a report without providing assurance, which can be useful for internal purposes or to satisfy stakeholders. These services help businesses maintain transparency, support decision-making, and ensure compliance with accounting standards.
NONPROFIT SERVICES
TAX AUDITS
This support service ensures compliance with tax regulations and maintains tax-exempt status. These services typically include a thorough review of financial records, tax filings, and operational practices. Our team will help you prepare for audits by identifying potential issues, ensuring accurate documentation, and offering guidance on financial management. By utilizing these services, nonprofits can navigate the audit process confidently and demonstrate their commitment to transparency and accountability.
BOOKKEEPING
Bookkeeping services for a nonprofit are essential for maintaining financial transparency and accountability. These services help organizations track income and expenses, manage budgets, and ensure compliance with regulatory requirements. By keeping accurate financial records, nonprofits can focus on their mission while building trust with donors and stakeholders. By working together we can help to facilitate better decision-making and strategic planning for future growth for your organization.
CONSULTING
Nonprofit consulting services help to organizations aiming to maximize their impact. These services include financial management, budgeting assistance, and compliance with regulatory requirements. We offer strategic guidance on fundraising and grant management, helping nonprofits to streamline operations and improve financial health. By leveraging their our expertise, we help to empower nonprofits to focus on their mission while ensuring sound financial practices.