Client Services
​​LOCPA & Consulting offers a wide range of services to our clients in different industries. We provide personalized top quality service and have highlighted below the main services that we offer along with a brief description.  As the list is by no means an all-inclusive one, please feel free to inquire about a service if you do not see it listed.

Accounting Services

Accounting Services

Every organization or business no matter the size needs relevant timely financial information to assist with its performance and enable smooth daily operations. Keeping and maintaining adequate records facilitates this. Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Our firm provides a full range of accounting services some of which include:
  • General Ledger and Financial Statements Preparation
  • Bookkeeping    
  • Accounting Information System Setup and Support
  • Computerized Payroll  Processing Services
  • Individual Financial Statements
  • Business Tax Return Preparation and Sales & Use Tax
  • Cash Flow Statements Preparation and Analysis
  • Maintaining Accounts Payable and Receivable
  • Bank Statement Reconciliation
  • Budgets and Other Reports
  • Depreciation and Amortization Schedules and Fixed Assets Reporting

Auditing Attestation and Assurance Services

LOCPA & Consulting offers complete audit services, providing comprehensive insight on financial statements and internal controls over financial reporting. Determining the particular service needed is established by the level of assurance required for your financial statements.  Our attestation services are performed in agreement with all applicable professional standards.

We provide financial reporting on all three levels of assurance: 
  • Audit - A risk-based examination offering the highest level of assurance. After careful examination, we provide our opinion on your financial statements and internal controls over financial reporting.
  • Review - This type of engagement provides limited assurance on the business’s financial statements and requires inquiries of client management and some analytical procedures.
  • Compilation – It entails obtaining information from your staff and placing it in the form of financial statements, without expressing an opinion or assurance on them.

Bookkeeping/General Ledger Maintenance 

Having well organized financial records is very beneficial to any organization and it is part of the hallmark of every successful business. It ensures that your business operations run smoothly on a daily basis and assists you with making timely informed decisions. Management can also utilize financial information for strategic planning and to achieve short or long term goal objectives. Our qualified staff can assist you with the day-to-day tasks associated with effective and efficient bookkeeping. We strive to get the most complete and accurate information to management in a timely manner to facilitate the management decision making process.

Financial Statement Preparation

 We can assist with the preparation of financial statements in accordance with professional standards, but we will express no opinion or any other form of assurance on the underlying information included in them since this would not be an audit. The financial statements produced can be a useful tool to management for making financial decisions, obtaining loans from banks and other lenders and assessing profitability.

Cash Flow Forecasting & Budgeting Analysis

Cash management and the timing of customer collections are very important to any business. A business could be very profitable and be in dire need of cash. To help prevent this, it is imperative that a company have a good and effective cash flow forecasting strategy in place. From preparing cash flow statements to forecasting customer collections and estimating cash outflows and uses we can work with your accounting and finance department to develop a good cash flow management strategy.

Forensic Accounting and Litigation Support

Consider us the accounting detectives, we offer forensic accounting services to aid in any investigation and also to assist with any ongoing litigation work. Our forensic accounting services include:

  • Litigation Support
  • Fraud Investigation and Forensic Accounting
  • Equitable Distribution in Divorces

Financial Planning and Wealth Management  

Every organization as well as individuals has financial goals which they strive to attain. Reaching these objectives involves planning, assessing current financial resources, forecasting future growth and selecting from possible investment alternatives those opportunities with the highest level of profitability and projected return. From making simple projections to more detailed complex financial modeling, our experienced staff can assist you with achieving your goals. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. Let our financial planning professionals assist you along the path to success and security with a plan that is customized to your particular needs.  We work one-on-one with our clients to educate them about financial planning strategies designed to help individuals accumulate and preserve their wealth. If you are looking for real financial experts dedicated to your success, contact our firm today. We’ll help you stay on a sound path toward a bright financial future.
  • Financial Planning
  • Investment and Wealth Management
  • College Education Funding Planning
  • Retirement Income Planning and Management
  • Estate Planning, Trustee, Executor, and Administrator services
  • Inheritance and Trust Management
  • Tax Planning and Saving Strategies
  • Life Insurance Consulting
  • Business Succession Planning

 Tax Services  

At LOCPA & Consulting we view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation, tax planning and consulting. We understand the importance of remaining up-to-date with the changing tax laws and monitor throughout the year all of the tax-saving opportunities available to you to minimize your tax liabilities and maximize your future opportunities. We keep abreast with legislative changes, proposals, rules, regulations and other developments in all aspects of federal, state and local taxation.

We maintain an extensive up-to-date reference library and have online access to the most current tax information available to assist us with interpreting any changes that may impact the diverse clientele we serve, including individuals, businesses and professional organizations. Throughout the year we attend training classes and take continuing professional education courses that touch on tax changes and updates. 

We understand that one of our client’s top priorities is paying less in taxes.  This is best achieved through comprehensive tax planning.  During the course of the year, we will work with you to plan tax-saving strategies by developing a customized plan tailored to your unique situation.  Our philosophy of maintaining close client relations allows us to use a proactive early warning approach to tax planning.  By consistently focusing on the details of a client’s individual situation, we gain a much better understanding of their needs.  This allows us to provide the kind of forward thinking services that help our clients succeed.     
Here are some of the innovative Tax Services we offer:

For Individuals

  • Transfers of Wealth, Estate Planning, Gifts
  • Trust Accounting and Reporting
  • Personal Financial Statement Preparation and Planning
  • Property Tax Assessments and Abatements
  • International Tax Planning and Expatriate Tax Returns
  • Previous Year Return Reviews, Carrybacks, Amended Returns
  • Investment Analysis & Explanation
  • Tax Planning and Consulting
  • Preparation of Tax Returns

  For Businesses

  • Business Plan Development Multi-state Tax Planning
  • S-Corporation Elections
  • Consolidated Groups
  • Tax-Exempt Organizations
  • Obtaining Financing and Capitalization
  • Business Organization and Choice of Entity
  • Buy-Sell Agreement Structuring’s
  • Preparation of Corporate Tax Returns
  • Business Problem Solving
  • Lease/Buy Decisions
  • Ownership Succession Planning
  • Mergers and Acquisitions Consulting

Tax Preparation

We utilize our tax knowledge and expertise along with our highly acclaimed software to ensure your tax returns are prepared accurately and that you receive all deductions and credits you are entitled to. From simple personal income tax returns to complex business tax returns, we can also assist with filing extensions or providing support in the case of an audit.  

Tax Planning

Certain actions taken by a business could have some tax implications which could be either favorable or unfavorable. The effects of such outcomes could be managed and planned for well ahead of time thus limiting any negative effects. By making tax planning part of your overall business strategy, you can use our experience and access to the most current and newest up to date developments in the tax laws to minimize both your current and future tax liabilities.  

Small Business Services

Many companies are responsible for collecting and submitting sales taxes in many different places and jurisdictions. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Consulting Services

From the launch of your business and as you move forward, our business consulting services ensure that you are successful.  We know that there are many aspects of running a successful operation, and that is why we cover all of the bases, offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training.

Business Consulting

By studying your business operations and processes we can provide consulting services tailored specifically to your organization to help identify areas that drive up costs and develop cost effective procedures to minimize your expenses. Revenue generating activities could also be assessed to ensure proper and full use of available resources ultimately geared towards profit maximization. 

Some of the business consulting services are listed below:
  • Accounting Software Conversion and Implementation
  • QuickBooks Training and Consultation
  • Management and Control Systems Review
  • Litigation Support
  • Business Valuation
  • Strategic Planning
  • Entity Selection

Management Advisory Services

We can provide objective feedback and advice to top level management on a wide variety of topics, help with developing long term objectives and specific strategies to facilitate growth, assist with any ongoing projects and see to their timely completion. All while keeping you informed every step of the way.
Contact Us Today for a FREE Consultation!

We offer various financial services to meet your needs.
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