We know tax planning and preparation is not how you want to spend your time when it comes to building an innovative startup business or craft brewery. At Lance CPA Group, we use the right cloud-based solutions and tools to streamline the necessary processes, procedures and paperwork. We don’t just take your financials and start completing and filing returns. We’ll review past and recent returns, talk about present concerns and goals, and work with you to determine planning and tax preparation needs for the future. Only then – if you feel your needs have been met – will we put together our engagement letter and fixed-rate fees for our services. We make tax planning and preparation as simple and stress-free as possible. Plus, we manage it all proactively to maximize deductions and credits as well as to help avoid surprises throughout the year.
We don’t feel like we are doing our job unless yours is getting easier.