Our Services

At LaMountain, Riccardelli, & Petkovich Accounting we offer the following services:

Preparation of tax returns

Preparation of tax returns

individual, partnership, corporate, not-for-profit, estate, trust, and gift

We work with individuals and businesses to prepare and file tax returns. We can ensure that taxes are calculated accurately and in compliance with the current tax laws and regulations. Our staff is comprised of IRS Enrolled Agents and trained professionals who are knowledgeable in tax laws and are up to date with any changes in tax codes. We provide guidance and assistance in gathering and organizing all necessary tax documents, identifying eligible deductions and credits, and completing the tax forms accurately and timely. We aim to maximize tax refunds or minimize tax liabilities for our clients, while also saving you time and stress by handling the complex and time-consuming process of tax preparation.

bookeeping services

bookeeping services

We assist our clients at all levels to meet their specific needs whether it’s a small business, self-employed individual or manager at a mid-sized corporation. We are here to provide as much or as little assistance as desired in performing such services as recording daily transactions, tracking expenses, processing invoices, reconciling bank statements, and preparing financial reports, to name a few. In using QuickBooks Online software, we can maximize efficiency and accuracy of accounting records that are able to be monitored and reviewed by business owners in real time. This, in turn, provides a comprehensive financial snapshot of the business, aiding in making informed decisions, assessing profitability, and assisting with budgeting and forecasting.

Representation with IRS and states

Representation with IRS and states

for resolution of various tax-related matters

This involves providing assistance and support in dealing with tax-related issues with the Internal Revenue Service (IRS) and state tax authorities. We are are well-versed in tax laws and regulations and can act as a liaison between individuals or businesses and the tax authorities, representing our clients' interests and ensuring their rights are protected. Services include helping our clients navigate through audits, resolving disputes, negotiating settlements, and addressing any tax-related penalties or compliance issues. Take advantage of our deep understanding of tax laws and procedures, allowing us to provide expert advice, guidance, and strategies to help achieve the best possible outcomes

Payroll Services

Payroll Services

We have found the best way to assist our clients with all their payroll needs from calculating employee withholdings, remitting taxes and preparing payroll filings is to utilize the ADP software platform. All payroll information is provided to us directly from our clients and processed by us personally, not with ADP. The benefit of this is that ADP assumes the liability for ensuring timely and accurate tax deposits and all required filings. Furthermore, our partnership with ADP allows us to go beyond payroll withholding calculations and provide the full spectrum of human resource needs. We are able to offer pay as you go worker’s compensation and general liability insurance. Other payroll related matters that can be offered are for health insurance, retirement planning and labor posters. By taking care of these responsibilities, we aid businesses in alleviating the burden of payroll administration.

Sales Tax Preparation

Sales Tax Preparation

Our comprehensive approach includes analyzing sales data, identifying taxable transactions and filing sales tax returns on behalf of our clients. We stay informed about the latest changes in sales tax regulations to help businesses minimize the risk of errors, penalties, and audits. Our goal is to provide reliable and efficient sales tax preparation services, enabling businesses to focus on their core operations while maintaining compliance and financial stability.

Tax Info Online Portal

Tax Info Online Portal

Link coming soon.

Mission Statement

As licensed tax professionals, our goal is to provide year-round, quality tax preparation and accounting services for businesses and individuals.