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:
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
Financial Forecasting & Projections
QuickBooks™ & Xero Consulting Services
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.