Business Details
30 Years
experience
Your Trusted Accounting Partner in Macon, GA
Lamb & Braswell has provided personalized financial guidance to individuals and businesses in Macon and the Middle GA area since 1996. Founded by Certified Public Accountants William S. Lamb and James F. Braswell, our firm prioritizes candid service and client-focused solutions. We offer comprehensive expertise in tax management, audits, financial planning, and business advisory services, combining technical proficiency with a team-oriented approach. Our commitment to high standards and retention of experienced professionals ensures clients receive thorough analysis and tailored attention.We maintain a proactive approach to financial viability, emphasizing open communication and research-driven strategies. With decades of local business community engagement, we deliver timely advice and build long-term client relationships through responsiveness and technical excellence. Our services address evolving financial and regulatory challenges while maintaining a focus on individual client needs.
Services
Tax Management
Accounting Services
Audits
Financial Planning
Business Valuation
Estate Planning
QuickBooks Support
Payroll Services
IRS Representation
Forensic Accounting
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of experience in accounting and tax services since 1996.
- Our team includes Certified Public Accountants with deep local market knowledge.
- We provide personalized financial strategies tailored to individual client needs.
- Our comprehensive services cover tax planning, audits, and business advisory solutions.
- We maintain a client retention rate of 95% through consistent, high-standard service delivery.
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Management Services
We guide clients through tax planning and preparation with strategies minimizing liabilities while maximizing cash flow. Our expertise covers individual and business tax needs, including entity selection and international taxation. Services include IRS representation and compliance with evolving tax regulations.
Financial Planning
Our financial planning addresses retirement strategies, investment optimization, and estate preservation. We analyze clients' financial situations to create customized roadmaps for long-term goals. Services integrate tax implications and risk management for comprehensive wealth protection.
Audits
We conduct comprehensive audits providing highest assurance level for third-party stakeholders. Our process verifies account balances, inventories, and transactions to ensure regulatory compliance. Services include internal control assessments and financial statement reliability verification.
Business Valuation
We determine business worth through detailed analysis of financial performance and market factors. Our valuations support mergers, acquisitions, and succession planning. Services include identifying value drivers and providing litigation support for business disputes.
QuickBooks Support
We optimize QuickBooks usage through setup, training, and system reviews. Our experts ensure accurate financial reporting and efficient software operation. Services include custom configuration and ongoing technical support for small business accounting systems.
People
William S. Lamb
Co-Founder / CPA
Co-founder with 25+ years of accounting experience, specializing in tax compliance and business advisory services for Middle Georgia clients.
James F. Braswell
Co-Founder / CPA
Certified Public Accountant and co-founder offering expertise in financial planning and audit services for local businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and business advisory services tailored to small business needs.
Do you handle IRS audit representation?
Yes, we offer professional IRS representation services including audit defense and tax dispute resolution for individuals and businesses.
Can you assist with QuickBooks setup and training?
We offer QuickBooks installation, customized setup, and personalized training to optimize accounting efficiency for small businesses.
What tax planning services are available for individuals?
Our individual tax services include strategic planning, estate tax optimization, and compliance with federal/state tax regulations.
How do you support business succession planning?
We provide business valuation, entity restructuring, and succession strategy development to ensure smooth ownership transitions.
