Certified Public Accountants
Paulson & Lessard, CPAs, PC provides a wide range of services to individuals and businesses in a variety of industries. At Paulson & Lessard, CPA’s PC, 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. We approach every client with the same professional attitude, regardless of the size of the business.
Our professional services include:
Income Tax Preparation Services
At Paulson & Lessard, CPA’s, PC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to achieving your personal and business goals. Our expertise, experience, analysis and thorough research allows us to optimize opportunities to be found in existing as well as recently altered tax laws. We utilize state-of-the-art tax research software that is constantly updated via the internet so that we are assured to have the most recent tax codes, regulations and interpretations at our fingertips. All tax return preparers attend annual tax seminars that address recent developments in the tax rules that govern our profession. In addition, we all work as a team to ensure that the right interpretation of the tax code is used on your tax return. In short, Paulson & Lessard, CPAs, PC commits a substantial investment of time and other resources to ensure that we are all knowledgeable and current on the tax laws that impact each and every client we serve. In such a volatile and continuously changing tax environment, you should expect nothing less from your professional tax advisors.
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From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Paulson & Lessard, CPAs, PC can provide you with accounting services that will generate accurate financial reporting, as well as support on related accounting issues such as initial accounting system setup, budgeting and tax planning.
These services include but are not limited to:
- General ledger maintenance & financial statement preparation
- Bookkeeping (monthly, quarterly or annual)
- Payroll processing & payroll tax reporting
- Cash flow budgeting
- Corporate, partnership & LLC tax return preparation
- Sales tax return preparation
Accurate record-keeping is essential to a successful business yet making this happen can be a complicated and time consuming process. Paulson & Lessard, CPAs, PC can help you with the organization of day-to-day bookkeeping tasks so that you can focus on your core business.
We can set up custom financial reports for your business that will become important tools for evaluating the performance of your business. These financial reports will become an invaluable resource that will guide you and your business in making financial decisions, implementing strategic planning and evaluating performance.
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Paulson & Lessard, CPAs, PC offers traditional financial statement services at two levels of assurance depending on your company’s needs.
Reviewed financial statements provide limited assurance to outside interests and involves inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Compiled financial statements are typically requested for internal purposes and limited release to third party users. This is a more cost effective mode of annual reporting which is based upon information provided by a your company’s management and/or bookkeeping staff. While they do not offer any degree of assurance, we may propose some limited adjustments to accounting records for the sake of accuracy.
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We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Your choice of business entity has a large impact on your tax and other liability exposure. From your company’s inception through its growth and development, Paulson & Lessard, CPA’s, PC can advise you on choosing an entity type, and later restructuring, if advantageous in your specific circumstances. With our knowledge and expertise, you will always be receiving advice with regard to the most favorable entity type for the functions your business performs.
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Cash Flow and Budgeting Analysis
Good cash management can improve a company’s liquidity, reduce costs and increase profitability. Paulson & Lessard, CPAs, PC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’ success. Without a roadmap to gauge performance, you will never know if you business goals and objectives have been achieved. The professionals at Paulson & Lessard, CPAs, PC tap into their years of experience and training to assist you in establishing your roadmap, or budget, and evaluating your actual progress and performance against both your specific performance and industry benchmarks. With our help and guidance, you will always be on top of your business performance and ready for the future.
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Paulson & Lessard, CPA’s, PC provides payroll services that can help you reduce the time spent on administration aspects of your business. Through the use of a computerized payroll system, we can ease the burdens associated with processing payrolls, making tax deposits and the preparation of monthly, quarterly and annual Federal and State payroll tax reports.
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Many of our clients are responsible for collecting and submitting Washington excise, sales and use tax reports. We can assist your company with the interpretation of the Washington excise and sales tax rules and in the design of a record keeping system that collects and summarizes your sales data so that you stay in compliance with the newly enacted destination based sales tax rules. We can also assist you with the preparation of monthly, quarterly and/or annual sales tax returns in an efficient and timely manner.
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Professional representation can be vital during a state or federal tax audit and our experience in dealing with tax authorities enables us to guide clients in their dealings with Federal and State agencies. If you have been chosen for an audit, whether it is a relatively simple letter notice from the IRS or a full blown field examination conducted by a revenue agent, the professional representation you can find with our firm can put many of your worries at bay. While we cannot guarantee a favorable outcome in every situation, you can be confident that we will serve as your professional advocate in all matters during the audit engagement. We will represent you and argue your case as vigorously as the facts and circumstances of your records, source documents and the prevailing substantial authorities allow.
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Quickbooks® Accounting Assistance
QuickBooks® 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 do not just help you use the software, we help you use it more efficiently and more effectively.
Paulson & Lessard, CPAs, PC offers the following solutions to help meet your QuickBooks® needs:
- Setup – We assist new QuickBooks® users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their business more effectively by improving their current setup. Many users experience problems and lack the ability to generate and tract important information as a result of inadequate setup.
- Support – Our QuickBooks® support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
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Estate & Trust Tax Preparation
Paulson & Lessard, CPAs, PC can help you navigate the complex and shifting tax laws to plan for and facilitate the reporting aspects resulting from the transfer of assets at death. Everyone should have a well thought out and written estate plan governing how your assets should be disbursed, either during your lifetime or as a consequence of your death, so as to avoid complications, minimize tax burdens and to be sure that your wishes are followed. We work closely with your estate planning attorney to ensure that your objectives are met while planning for the least tax burden possible. Having your estate thoroughly and carefully planned will ensure that your loved ones do not have any complications to deal with during a time of loss.
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