What
WE DO

Lambert Financial, LLC provides a wide range of financial services to government entity, corporation and businesses in a variety of industries. We strive 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 professional services include:

BUSINESS TAX RETURNS
INDIVIDUALS TAX RETURNS
PAYROLL SERVICES
BOOKKEEPING

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corporation, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills, and notices.

Tax preparation:

  • Individuals: forms 1040, 1040S
  • Businesses: Schedule C, E, 1065, 1120, 1120S

Tax planning to minimize or defer tax liabilities

Individuals

Anyone can file a tax return. But a professional can make sure you’re getting back everything you’re owed. Our staff of highly trained accountants has had experience in many different industries. Most of the tax returns that we can prepare for you are listed below:

• 1040 Income Tax Preparation with all Schedules
• E-filing for Individual Clients
• Deceased Taxpayer Returns
• Small Business Schedule C Preparation
• Partnership Tax Returns
• County Tangible Tax Returns (when required)
• State returns for all 50 States
• Florida DR601C Intangible Tax Returns
• Tax Planning
• Personal Financial Statements

Payroll Services

We have provided small businesses with complete payroll service. Services include: Set up and maintenance of all records, time card, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all Employer Quarterly Reports (941 & UCT-6) and Annual Employer Reports (W-2’s, 944, 940 & 1099)

Bookkeeping

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. We also offer budgeting and forecasting support.

Small Business Accounting

Businesses of all shapes and sizes depend on accurate, insightful financial information to manage their day-to-day operations, capitalize on opportunities, and sustain profitability. We lend our expert support to meet your accounting needs so that you can focus your time and energy on building a strong business.

Virtual CFO

As your business prospers, a part-time Chief Financial Officer can help you develop financial plans to support business strategy, provide oversight of your accounting and administrative functions, and establish safeguards to mitigate risk. Our seasoned professionals fulfill your needs at a fraction of the cost of a full-time employee.

XERO Accounting & Support

Xero can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Lambert Financial, LLC integrating with Xero-beautiful accounting software. Connect Lambert Financial, LLC with your Xero account today to get real-time insights, team discussions about your Xero-account and monitor the overall health of your business. Xero displays your beautiful accounting data in real-time, while Lambert Financial, LLC provides in-depth insights of that data for your team to discuss and analyze. We import your Xero financial data, notifies your team of insight changes, and allows your team to tag each other in team discussions.

We assist new Xero users with initial setup including Preferences Lists, Customers, Vendors, Employees, Banking, and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.