Business Details
Trusted Accounting & Tax Services in Baton Rouge
Established by seasoned professionals with decades of combined experience, our firm specializes in delivering comprehensive accounting, tax, and financial planning solutions. We serve individuals, businesses, and nonprofit organizations, prioritizing personalized service and technical expertise. Our team includes certified public accountants with backgrounds at top firms like KPMG, ensuring clients receive strategic guidance tailored to their unique needs. We focus on maximizing tax savings, streamlining financial operations, and providing peace of mind through discreet, reliable support.With a commitment to continuous education, we stay ahead of evolving tax laws to protect clients' interests. Our services extend to QuickBooks setup and training, cryptocurrency accounting, and IRS dispute resolution. We pride ourselves on building long-term relationships grounded in trust and transparency, helping clients achieve financial clarity and growth.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Bookkeeping Services
Payroll Processing
Tax Preparation
Cryptocurrency Accounting
Tax Relief
IRS Audit Representation
Highlights and features
- We offer 20+ years of public accounting experience with KPMG alumni on staff
- Our team provides IRS audit representation and tax relief strategies
- Specialized QuickBooks ProAdvisor services for seamless financial management
- We deliver tailored estate and retirement planning solutions
- Certified CPAs with industry-specific expertise in healthcare and construction
Services
Personal Financial Planning
We create customized financial roadmaps to help individuals manage risk, optimize investments, and achieve long-term wealth goals. Our approach combines tax-efficient strategies with comprehensive analysis of income, assets, and estate planning needs. Clients benefit from ongoing guidance to adapt plans as life circumstances evolve.
IRS Audit Representation
Our CPAs advocate for clients during IRS audits, ensuring proper documentation and compliance with tax codes. We handle communication with tax authorities and develop resolution strategies for underpayments or discrepancies. Our goal is to minimize penalties while protecting clients' financial interests throughout the audit process.
QuickBooks Support
We provide full-cycle QuickBooks services including system setup, employee training, and quarterly tune-ups. Our ProAdvisors customize software configurations for specific business needs and ensure accurate financial reporting. Clients receive technical support to maximize efficiency in daily accounting operations and financial tracking.
Estate Tax Planning
Our specialists design estate plans to minimize tax liabilities and ensure smooth asset transfer. Services include trust creation, will preparation, and gifting strategies that align with clients' legacy goals. We coordinate with legal professionals to create comprehensive plans that comply with evolving estate tax regulations.
Cryptocurrency Accounting
We track and report cryptocurrency transactions according to IRS guidelines, including capital gains calculations and exchange reconciliations. Our services cover wallet tracking, tax form preparation, and compliance strategies for blockchain-based assets. Clients receive clear documentation to support their crypto-related tax filings.
People
Grady J. Layfield
Managing Member
Over 20 years public accounting experience, former KPMG Senior Tax Manager, specializes in financial planning, and estate tax strategies. Member of Louisiana Society of CPAs and AICPA.
Brandy McLin Juneau
Member
CPA with 13 years firm experience, specializes in individual and business tax preparation, payroll services, and bookkeeping solutions for diverse industries.
Heather Gould
Tax Manager
10+ years public accounting experience, former KPMG tax associate, specializes in corporate, partnership, and individual tax compliance for businesses and high-net-worth clients.
Kelly Moore
Accountant
25+ years accounting experience across public and private sectors, manages payroll processing, sales tax filings, and financial reporting for multiple business clients.
Candace Carroll
Office Manager
15+ years office management experience, serves as primary client contact, coordinates administrative operations, and ensures smooth daily office functions for accounting team.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial planning, and tax compliance services tailored to small businesses' needs.
Can you help with IRS tax problems?
Yes, we specialize in IRS audit representation, tax relief programs, and resolving back tax issues.
Do you work with nonprofit organizations?
Yes, we handle tax compliance and financial reporting for nonprofits maintaining tax-exempt status.
What QuickBooks services are available?
We offer setup, training, system tune-ups, and ongoing support for QuickBooks desktop and online versions.
How do you handle cryptocurrency tax reporting?
Our team provides specialized accounting services for cryptocurrency transactions and tax compliance.
