Accounting & Bookkeeping

L & M Financial utilizes the most advanced accounting software with cloud technology.  Our web based cloud accounting system allows us to have our customers financials reconciled and ready for reporting in real time.  Rather than playing the waiting game with traditional accounting systems, customers no longer have to wait on the accountant to see how they are performing.  



Tax Preparation, Filing, & Representation

Believe it or not, most of the decisions you make as a business owner, from start to finish, have tax implications.  with a specialty in structuring business entities, we can help protect your assets and minimize taxes.  Additionally, we handle all of the necessary forms and filings including returns for individual business owners, corporations, partnerships, estates, and trusts.    

Financial Advising

Our in house investment adviser provides comprehensive financial counsel, investment advisory, and portfolio management services.  We work collaboratively to deliver consistent performance and the highest level of customer service as we guide our clients to achieve their investment goals and realize their full financial potential.