Business Details
Your Trusted Accounting Partner in Cumberland, RI
Founded on principles of professionalism and client-centric service, Lockey & Pierce provides comprehensive accounting, tax, and financial planning solutions for individuals and businesses. Our team of certified professionals combines technical expertise with personalized attention to help clients navigate complex financial landscapes. With decades of combined experience, we specialize in tax compliance, strategic financial planning, and business advisory services tailored to diverse industries.Our commitment to responsiveness ensures clients receive timely, accurate guidance while maintaining the highest standards of ethical practice. We differentiate ourselves through transparent communication, proactive tax-saving strategies, and ongoing support that extends beyond traditional accounting services.
Services
Tax Preparation
Financial Planning
QuickBooks Support
Estate Planning
Payroll Services
IRS Representation
Cash Flow Management
Succession Planning
Bookkeeping
Tax Relief
Details
- Year established: 2025
Highlights and features
- We offer certified CPA expertise with personalized service
- Our team provides proactive tax-saving strategies
- We deliver industry-specific financial solutions
- We guarantee transparent fee structures
- We provide year-round financial advisory support
What people say
Excellent service
Great service
Hassle free
Most professional
Best value
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate filings for individuals and businesses. We maximize deductions while maintaining compliance with evolving tax regulations. Our CPAs provide strategic guidance to minimize tax liabilities and optimize financial outcomes.
QuickBooks Support
We offer complete QuickBooks setup, customization, and training solutions. Our experts help businesses implement cloud accounting systems and maintain organized financial records for improved decision-making.
Estate Planning
Our estate planning services help clients navigate complex inheritance matters. We develop customized strategies to protect assets, minimize tax implications, and ensure smooth wealth transfer to beneficiaries.
IRS Representation
We assist clients with IRS audits, tax debt resolution, and penalty abatement. Our team negotiates payment plans and resolves tax liens to protect clients' financial interests.
Business Advisory
We provide strategic financial guidance for business owners, including cash flow management, succession planning, and operational efficiency improvements to enhance profitability and long-term sustainability.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, cash flow management, and business tax services tailored to small business needs.
Do you specialize in any particular industries?
Yes, we serve construction firms, dental practices, healthcare providers, hospitality businesses, law firms, manufacturers, and real estate professionals with industry-specific accounting solutions.
How can you help with tax problems?
Our firm offers IRS audit representation, tax lien/levy resolution, back tax filings, payment plan negotiations, and innocent spouse relief for individuals and businesses.
What QuickBooks services are available?
We provide QuickBooks setup, customized training, system tune-ups, transaction reviews, and cloud accounting implementation for small to mid-sized businesses.
What financial planning services do you offer individuals?
We provide retirement planning, estate planning, personal tax strategies, and wealth management guidance to help individuals achieve long-term financial security.
