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Lambert Financial, LLC is a leading accounting firm that provides a wide range of financial services to government entity, corporation and businesses in a variety of industries. We connect your business with in-house accountants to make running a business painless. Our aspiration is to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.


Our team is highly trained to fill a void during your time of need for the following services:
Tax Organizer

The Tax Organizer is a simple form that is easy to fill out and will provide all of the necessary information to prepare your taxes.

  • Business Tax Return
  • Individual Tax Return
  • Payroll Service
  • Bookkeeping Service
  • Financial Statements
  • Virtual CFO
  • Phone Number:1-877-487-8925

Accounting Services

General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Xero Accounting system setup and support
Gusto Payroll service
Cash flow budgeting and forecasting
Business financial statements
Corporate tax planning and return preparation

Tax Service

Income Tax (US Tax filings only)
Federal Tax Returns
1040 Individual
1120 Corporate
1120S Sub Chapter S Corp
1065 Partnership
State and local Tax Returns
All States and Jurisdictions

Business Setup

Sole Proprietorships
Partnerships (General and Limited)
Limited Liability Companies
Employer Identification Number Setup
State Sales Tax and Unemployment Registration
Assistance with Business License Registration

In addition, Lambert Financial will serve as your Registered Agent with the State of Alabama. This service allows Lambert Financial to serve as Liaison for legal servicing and state correspondence.

& Information
Lambert Financial, LLC is a cloud base forward-thinking accounting firm that incorporates modern technology to help small and medium-sized businesses with their financial needs. We provide traditional tax preparation, payroll, bookkeeping and consulting service. Lambert Financial, LLC is a Service-Disabled Veteran-Owned Small Business (SDVOSB), verified with the Center for Veterans Enterprise (CVE). Serving government agencies, prime contractors and Small Business.
DUNS: 080979550
CAGE: 809A1
Service-Disabled Veteran-Owned Business
Minority-Owned Small Business
Small Disadvantage Business

Primary NAICS

541611 – Administrative Management and General Management Consulting Services

Secondary NAICS:

  • 541614 – Process, Physical Distribution and Logistics Consulting Services
  • 541618 – Other Management Consulting Services
  • 561110 – Office Administrative Services
  • 561410 – Document Preparation Services
  • 561439 – Other Business Service Centers (including Copy Shops)
  • 561499 – All Other Business Support Services
  • 561210 – Facilities Support Services