We specialize in tax preparation, tax planning and transaction consulting. Our professional staff are all certified public accountants and have significant experience in a wide range of individual and business areas.
We provide tax preparation and planning services to individuals and business clients. Types of entities include corporations, partnerships, LLCs, S corporations, proprietorships, fiduciary and exempt organizations.
We offer tax planning to assist our clients’ tax goals, whether they seek to structure their tax return to yield a refund, owe, or attempt to breakeven. This service is of value when unusual events occur, such as a sale of a residential or commercial property, no longer claiming a dependent, business merger or acquisition, retirement transition, or a death in the family. Another area of planning involves taking advantage of tax code opportunities and changes. Examples include purchasing capital assets to maximize depreciation and harvesting losses to offset gains, where applicable. Regardless of our clients’ tax goals, we utilize tax planning to eliminate surprises and avoid unnecessary underpayment penalties.
The professionals at Lindeberg & Associates, P.C. consult with our clients to offer guidance and facilitate in realizing their individual and business goals. Our consulting services include management consulting, business transaction consulting, business start up issues, accounting software concerns and real estate transactions, among others.