CPA Services

Our CPA-based services provide a broad range of accounting, tax, bookkeeping, and consulting services to individuals and small businesses in various industries. Our commitment to serving clients is built upon years of knowledge and expertise in business practices, economic trends and the ever-changing tax scene.

Comprehensive Accounting & Tax Services

At Lightpath Wealth Advisors, we’re devoted to meeting the accounting and tax needs of small business owners and individuals. Our clients depend on our perfect blend of practical accounting and bookkeeping solutions, quality financial advice, and friendly service, all delivered at competitive rates. We offer money-saving tax planning strategies so you can be confident you’re not missing any deductions at tax time. Whether you’re looking for a full package of accounting services for your small business or are an individual that simply needs income tax return preparation, we’re here and ready to help.

We specialize in the following areas:

Accounting Support

It’s easy to get caught up in the numbers if you’re preparing a tax return or financial statement for your small business. Not everyone needs assistance with bookkeeping, some just need guidance and best practice recommendations. At Lightpath, our staff can strengthen your books as needed, or sit down and discuss each line item to effectively and strategically represent your business.

Tax Planning & Preparation

Running a small business does not allow time for keeping up with the ever changing tax industry. Our experts are knowledgeable and up to speed on the latest tax laws and able to reduce your business’ tax burden. By staying in constant communication, we make sure there are no surprises for you or your business when deadlines approach.


The importance of bookkeeping is often overlooked by small businesses. No matter the size of your revenue, accurate and monitored finances are paramount for the growth of your business. Our team of small business experts not only overtake this burden, but we continually track and analyze your business’ performance.

Business Consulting

Finding internal solutions to minimize the hazards of running a small business can cost you resources that may not be readily available. Our qualified, communicative experts will help you identify present cost-saving solutions, and prepare you to forecast them in your business’ stable, longstanding future.

Financial Forecasting & Projections

As a small business, financial forecasting and projections are vital to successfully anticipating cash flow. Our specialists are able to make confident, accurate projections for you to incorporate in your business plan. Lightpath takes every internal and external factor into consideration when defining your financial projections, so your business is prepared for the unpredictable future.

QuickBooks™ & Xero Consulting Services

Our team can help your business utilize QuickBooks™ and Xero to its fullest potential. With our expert knowledge of the QuickBooks and Xero platforms, we can help your organization increase productivity and generate more complete income and expense information, allowing you to access the accurate information you need to make strategic decisions.

To schedule a time to discuss the role of minimizing taxes and administrative burden on your business, contact us or call us at 502-632-3624 today!

We are an independent financial services & CPA firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.