Tax

LMS offers a full range of tax planning and compliance services.  We prepare all federal, state and local tax returns for individuals and business.

Financial Planning and Investment Management

As independent financial advisors, LMS offers complete financial planning with strategies for everything from education to retirement.

Insurance Services

From Life Insurance to Long-Term Care to Disability Insurance, LMS can help you select the best insurance options to protect you, your family or your business.

Estate Planning

The LMS team can assist in the orderly arrangement of financial affairs to maximize the value of the estate when transferred at death resulting in minimum loss of value due to taxes and forced liquidation of assets.

Assurance Services

The LMS team provides comprehensive assurance services including audit, review and “agreed upon” procedures for many entities including but not limited to private companies, public and private school districts, contractors, retirement plans and non profit organizations.

Litigation Support Services, Forensic Accounting and Business Valuation

LMS offers a full range of valuation and forensic accounting services with litigation support before, during and after trial.  We are frequently retained by attorneys to value companies, Family Limited Partnerships, estates and other investment portfolios for purposes of division of assets in divorce proceedings, estate and gift tax compliance, buy-sell agreements, etc.  Our team also includes Certified Fraud Examiners that perform forensic accounting, fraud investigations and complex asset tracing.

    LMS Also Offers

  • Financial statement preparation
  • Comprehensive accounting services
  • Financial forecast and projections
  • Buy/sell funding
  • Estate, gift and trust tax preparation
  • Pension and profit sharing plan development
  • IRS and State/local representation
  • Payroll services
  • Business purchase and sale consultation
  • Benefit plan services
  • Bookkeeping
  • Compilation and audit
  • Cash flow and budget analysis
  • Quickbooks support