At Condon & Lapsley we understand that financial and tax issues can be sensitive and even overwhelming at times. We realize that we are working with people and not just numbers. We meet with our clients and really listen to them. Clients can rely on us to provide professional, timely and personalized service.
Business Tax preparation
We work directly with the owners and bookkeepers of the business to make sure we get the all the relevant information in a timely and efficient manner. We meet with the owners and officers to review the tax returns before they are filed so that we can answer any questions they might have. We keep in touch with the business owners throughout the year advising and assisting them in making sound business decisions.
Individual Tax preparation
Individuals are unique which is why we provide highly personalized tax preparation services to our individual clients. Whether they are self employed, own rental property, own interests in one or more business entities, have stock option issues, AMT issues or any other tax issues we can help. We’ve got the knowledge and the years of experience to handle most any situation.
Trust and Estate Tax returns
There are many different types of trusts out there. Clients need someone with experience that can review the trust documents to get an understanding of the type of trust and the filing requirements for that trust. Our professionals have many years of experience with trust taxation.
When a loved one passes away clients need assistance gathering and organizing financial information for the estate. Our professionals work with family members to get the necessary information and determine any filing requirements.
Financial Statement Preparation
For businesses looking to sell or refinance financial statements prepared by a CPA are often required. We provide compiled and reviewed financial statements to businesses which can help them greatly in increasing the selling price of the business or obtaining bank financing.
Most small businesses use Quickbooks these days. We help our clients customize their Quickbooks so it meets their business needs generating reports that provide valuable information to the management and owners of the business.
Our professionals have years of experience dealing with the Internal Revenue Service. Whether our clients receive a simple notice, a notice of lien/levy or an audit notice we know the right steps to take to get the issue resolved quickly and efficiently.
It is our job to stay current on all aspects of accounting rules and tax laws and to inform our clients of any changes that affect them. We will also prepare tax projections for them so that we can make yearend recommendations.
Other Accounting and Tax Services
We are accounting and tax professionals. We provide our clients with assistance with almost any financial issues they have.
Call us today at 508-830-0500 to get answers to your financial questions. Ask Catherine Lapsley about our service offerings including business and individual tax preparation, financial reporting, bookkeeping, tax planning and other financial and tax services.