Accurate and timely accounting information is a necessity for any successful business. Lindsey & Lindsey can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:

- Financial Planning Services
- Accounting Services

- Tax Planning and Return Preparation Services
- Auditing Services
- Payroll Services
- Business Valuation Services

Accounting Services

Accurate, timely financials provide the meaningful information you need to guide and build your business. At Lindsey & Lindsey, we can fulfill your accounting needs by delivering the services and resources to help you effectively manage operations and make informed decisions.

Lindsey & Lindsey has been committed to providing professional Small Business Accounting and Advisory services for more than 60 years. It's our goal to build a long-term relationship with you founded on responsive service and knowledgeable advice. We will take the time to learn your company's goals and objectives, as well as apply our specialized knowledge about your industry to help you achieve success.

Accounting is the heart of our business and we offer a full array of Small Business Accounting services designed to help you run your business effectively. We also understand that each business is unique - so whether you need a single service or the complete package, we can tailor our services to meet your situation. Our primary accounting services include:

  • Accounting system design and implementation
  • Financial statements and general ledger
  • Cash flow statements
  • Payroll processing
  • Payroll and sales tax reports
  • Maintaining accounts payable and receivable
  • Bank statement reconciliation
  • Budgets and other reports
  • Calculations of taxable employee benefits
  • Depreciation and amortization schedules
  • Income tax planning and preparation
  • Job cost schedules
  • Ratio analysis

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. 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 and advice. We monitor changing tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation. 

We stay abreast of current 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. 

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 service that helps 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
  • IRS Audits and Tax Representation
  • International Tax Planning and Expatriate Tax Returns
  • Previous Year Return Reviews, Carrybacks, Amended Returns
  • Investment Analysis & Explanation
  • 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
  • Professional Accounting Staffing & Evaluation
  • (Compensation Review)
  • Preparation of Corporate Tax Returns
  • Business Problem Solving
  • Lease/Buy Decisions
  • Cost Segregation Studies
  • Ownership Succession Planning
  • Mergers and Acquisitions Consulting
  • Choice of Retirement Plan
  • Forecasts and Projections

    If you would like more information about our broad spectrum of Tax Services, please contact us at info@lindseycpa.com or call us at 919-787-8995.

    Auditing Services

    Third parties relying on your financial statements often require an audit for assurance. In order to conduct an audit, we examine your company's financial statements in accordance with generally accepted auditing standards. An audit requires us to examine internal controls and to complete substantial testing of the information underlying the financial statements. We then document our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles.

    Payroll Services

    In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

    Business Valuation Services

    ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.