Our Services

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    Tax Planning and Preparation

    Reduce your tax liabilities and maximize savings with our strategic tax planning. We provide a comprehensive approach to leverage both your business and personal finances for optimal tax benefits.

    - Tailored strategies to minimize tax liability and maximize personal and family savings.

    - Hassle-free preparation and filing of federal, state, and local tax returns.

    - We manage sales tax, payroll, business filings, and state and federal income taxes.

    Our goal is to simplify the process while ensuring you get the most out of your tax planning.

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    Bookkeeping

    Ensure your financial records are always accurate with our flexible bookkeeping solutions, tailored to fit your business’s unique needs:

    - We offer real-time online services for day-to-day visibility of your finances, as well as in-office options to help you save on costly software subscriptions.

    - LMTG provides setup, training, and ongoing support for QuickBooks or any preferred bookkeeping system, ensuring your financial operations run smoothly.

    Whether you need monthly, quarterly, or annual services, we’ll create a customized plan that fits the pace of your business.

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    Financial Consulting

    Get expert guidance on financial planning, budgeting, and forecasting to support your business growth. Our approach is as comprehensive as you need, ensuring your financial well-being is a priority:

    - We collaborate with top-tier financial planners in Northern California, focusing exclusively on Chartered Financial Consultants (CHFCs) to ensure your fiduciary needs come first.

    - Our services go beyond business planning, offering strategies for retirement, wealth growth, family planning, and more.

    We provide tailored solutions that align with your long-term goals, both in business and in your personal life.

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    Payroll Services

    Effortless and accurate payroll processing to ensure your team is paid on time, every time. We offer customizable solutions:

    - Direct payroll management or partnerships with trusted providers to fit your budget.

    - Expert assistance navigating California’s complex and ever-changing employment laws.

    - Comprehensive compliance and reporting to keep your business aligned with payroll regulations.

    Our goal is to simplify payroll, so you can focus on growing your business without the hassle.

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    Financial Statement Preparation

    We offer accurate, timely financial statements tailored to your specific needs, including:

    - Forensic GAAP accounting

    - General bookkeeping for tax preparation

    Our customized reports give you a clear view of your financial health and performance. These reports help you make informed decisions about cash flow, tax strategies, savings, and expenditures, while providing a comprehensive overview of your business's financial status. Additionally, they support financial planning, tax strategies, and loan acquisitions.

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    Business Advisory Services

    Start your business on the right foot with expert guidance on formation and entity selection. We take a deep dive into your overall situation to help choose the best structure for your needs.

    Our strategic planning and performance improvement consulting ensures your business stays on track for success.