Business Details
Expert Accounting & Tax Services in Lincoln, IL
J. M. Abbott & Associates has dedicated itself to empowering individuals and businesses through comprehensive financial solutions. With decades of combined experience, our team of certified professionals specializes in tax preparation, accounting, and strategic financial planning tailored to each client's unique needs. We prioritize personalized service, ensuring clients navigate complex regulations with confidence while maximizing savings and operational efficiency. Our commitment to accuracy and client education has earned us a reputation as a trusted partner in financial success.By leveraging advanced tools and maintaining deep expertise in evolving tax laws, we deliver actionable insights that drive long-term growth. Whether supporting small businesses, real estate professionals, or individuals planning for retirement, our approach remains rooted in transparency, integrity, and measurable results. Clients benefit from streamlined processes that eliminate administrative burdens, allowing them to focus on core priorities. Our track record of satisfied clients and peer recognition underscores our position as leaders in the accounting industry.
Services
Tax Preparation
Financial Consulting
Payroll Services
Accounting
QuickBooks Support
Business Valuation
Retirement Planning
IRS Audit Assistance
Highlights and features
- Our team includes CPAs and CFPs with decades of combined industry experience.
- We specialize in tailored tax strategies for small businesses and high-net-worth individuals.
- We guarantee compliance with evolving federal and state tax regulations.
- Our clients receive proactive financial insights to identify growth opportunities.
- We offer seamless QuickBooks integration and dedicated payroll management services.
What people say
Friendly and efficient
Accurate and complete
Clear guidance
Well served
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We identify all eligible deductions and credits to minimize liabilities while maintaining compliance with federal and state regulations. Clients receive strategic advice to optimize future tax positions.
Financial Consulting
Personalized financial consulting helps clients achieve long-term goals through retirement strategies, investment analysis, and risk management. We create customized roadmaps aligned with individual financial objectives and market conditions.
Payroll Services
Our payroll solutions handle tax calculations, direct deposits, and regulatory filings while ensuring compliance with labor laws. Clients access secure online portals for pay stubs and year-end tax documents with automated tax payments.
QuickBooks Support
We provide QuickBooks setup, data migration, and customized reporting solutions. Our team trains clients on software features while offering ongoing technical support to maintain accurate financial records.
Business Valuation
Our business valuation service determines accurate company worth for mergers, acquisitions, or succession planning. We use industry-standard methodologies to analyze financial performance, market position, and growth potential.
People
Andy Hayes
Partner
Andy Hayes, CPA, specializes in business tax strategy and financial planning. With over 25 years of experience, he helps clients optimize financial performance while maintaining compliance with evolving regulations.
Kristen Lanning
Wealth Manager
Kristen Lanning, CFP, focuses on personalized financial planning for individuals. She develops retirement strategies and investment portfolios tailored to clients' long-term financial goals and risk tolerance levels.
Tim Bacus
Wealth Manager
Tim Bacus, CFP and Enrolled Agent, provides expert tax and financial planning services. His expertise includes complex tax returns, estate planning, and retirement income strategies for high-net-worth clients.
Greg Eimer
Accounting Manager
Greg Eimer, CPA, oversees accounting operations and client financial reporting. He specializes in small business accounting systems and ensures accurate financial statements for decision-making purposes.
Andy Fitzpatrick
Partner
Andy Fitzpatrick, CPA, focuses on business consulting and tax compliance. He assists clients with entity selection, financial forecasting, and strategic growth planning for long-term business success.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, financial statement preparation, sales tax filing, and payroll processing tailored to small business needs.
Do you handle complex tax situations for high-net-worth individuals?
Yes, our CPAs specialize in advanced tax planning, estate strategies, and minimizing liabilities for affluent clients.
Can you assist with QuickBooks setup and training?
Our team offers complete QuickBooks setup, customization, and one-on-one training to optimize your accounting workflow.
What financial planning services are available for retirees?
We develop customized retirement plans, including tax-efficient withdrawal strategies and long-term care planning.
How do you support businesses during IRS audits?
We provide full audit representation, documentation preparation, and resolution strategies to protect your interests.
