The Lombard CPAs team is dedicated to helping small businesses grow and prosper through sound financial planning. From long-term economic analyses to cost-saving methods and day-to-day financial analysis, we provide a comprehensive approach to help our clients achieve their business goals.
In today’s crowded marketplace, standing out is more than just offering competitive prices and higher profit margins. It requires a deep understanding of your customer’s needs and developing a value proposition that resonates on a personal level and fosters lasting relationships.
James Lapera is a Certified Public Accountant with over 25 years of experience in the financial services industry. He works with his clients to build trusting relationships and to develop a full understanding of their goals, risk tolerance, income requirements and tax situation to create a customized financial plan for them.
This is a great opportunity for a seasoned CPA to purchase a well-established, quality client base with strong revenues and plenty of room to grow. This practice offers a nice mix of accounting and tax work with solid year-round revenues that will make this an easy transition for a seasoned practitioner. Annual gross revenues are at or near $325,000 with approximately 70% of the revenue coming from accounting and tax work.
In the vibrant community of Lombard, Illinois, Certified Public Accountants (CPAs) serve as indispensable allies for businesses and individuals alike, offering essential financial guidance and expertise. These professionals bring a wealth of knowledge and experience to the table, helping clients navigate complex financial landscapes, optimize tax strategies, ensure regulatory compliance, and plan for a secure financial future.
The Role of CPAs in Lombard
Certified Public Accountants in Lombard fulfill a variety of roles that are crucial to the financial well-being of their clients:
- Tax Planning and Preparation: Lombard CPAs specialize in tax planning and preparation, leveraging their deep understanding of federal, state, and local tax laws to help businesses and individuals minimize tax liabilities while remaining compliant. They stay abreast of changes in tax legislation and provide strategic advice tailored to their clients’ specific financial situations.
- Auditing and Assurance Services: Providing assurance on the accuracy and reliability of financial information is another key role of CPAs in Lombard. They conduct audits of financial statements, internal controls, and compliance procedures, offering insights that enhance transparency and bolster stakeholders’ confidence.
- Financial Consulting and Advisory: Beyond compliance, CPAs in Lombard offer strategic financial consulting and advisory services. They analyze financial data, interpret trends, and provide actionable insights that enable businesses to make informed decisions, improve operational efficiency, and achieve long-term financial goals.
- Estate and Retirement Planning: CPAs play a critical role in estate planning by helping individuals in Lombard protect their assets, minimize estate taxes, and ensure the orderly transfer of wealth to future generations. They also provide personalized retirement planning strategies that align with clients’ retirement goals and financial circumstances.