Planning & Representation
At Lakestone Associates, we believe tax preparation begins long before we start to prepare the actual tax return. Our goal is to personally review your individual tax situation and offer ideas for tax planning that will result in financial savings, not just in April, but throughout the year.
To succeed in business requires detailed financial analysis, based on your business records and transactions. Complete financial records and accurate bookkeeping is critical to managing and growing your business.
Whether you are considering an acquisition, a stock purchase, or a sale of your business, the complexity of these transactions has increased. This makes the need for a seasoned valuation professional crucial in assisting with the determination of your business's value. We are committed to providing our clients with precise valuation services that gives you the essential information you need to make accurate decisions.
Consulting & Internal
Control Review Services
In today's competitive global environment, executives are constantly searching for more efficient ways to manage and add value to thier business. Your business deserves a multi-faceted, knowledgeable, and experienced team of advisors who treat your business like their own.
Financial Planning &
Wealth Management Services
Financial planning and wealth management requires more than just drawing up a will. It is a process that examines the options that will grow your investments, protect your property and give you the financial security for your retirement. At Lakestone Associates we take a friendly, professional, and thorough approach to your financial health and security by partnering with one of the top investment advisors in the country as a dedicated, on-site resource for all of your financial needs.