Services
Mario Lomazzi CPA works with small and mid-sized business owners who want clearer financial information, better organization, and professional guidance throughout the year.
This page will help you identify which service may fit your needs. To make the first conversation useful, please review the service information and fee options before scheduling an initial call.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Ongoing Business Advisory and Support
For business owners who want monthly CPA guidance, better workflow, organized financial information, and support for making timely decisions.
"Click here and review the Business Value Package and fixed monthly fee options"
Customized QuickBooks Online for Small Business and Midsized Business
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Business Planning and Decision Support
For business owners who need help evaluating decisions, planning business changes, understanding monetary impact, or moving forward with better information.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Accounting and Payroll
For businesses that need organized records, cloud-based accounting, payroll support, and a more efficient digital process using QuickBooks Online.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Year-Round Tax Strategy
For business owners and high-net-worth individuals who want to review tax issues before decisions are made and before deadlines arrive.
Tax planning and advisory services, without accounting or payroll. Tier 1 .
Tax planning and advisory services, with accounting and/ or payroll. Tier 2 .
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Tax Return Preparation and IRS Matters
For business and business owner income tax preparation, federal and state tax compliance, and IRS problem resolution when needed.
Click here for
Tax return preparation fees.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Outsourced Financial Management
For business owners who want better financial oversight, clearer cash flow information, and professional CPA guidance without hiring in-house financial staff.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Schedule for an Initial Call
After reviewing the service information and fee options, choose a convenient time for an initial phone or video call to discuss whether my services are a good fit for your needs.
Click now
"Schedule time with me"
.
Appointment is required.
Questions? Please, contact me