Business Details
25 Years
experience
Trusted Accounting and Tax Services for Small Businesses
At Estess & Associates, we treat our clients like family and approach accounting differently. With over two decades of experience serving small and medium-sized businesses in the greater New Orleans area, we specialize in bookkeeping, payroll, tax planning, and cloud-based accounting solutions. Our mission is to help businesses maximize profits while minimizing accounting stress through proactive strategies and personalized service. Founded in 2001, our firm combines the expertise of larger firms with the personal touch of a family-run business.We prioritize stewardship, trust, and accountability, offering customized services tailored to each client's unique needs. Our team of certified professionals, including CPAs and QuickBooks ProAdvisors, is committed to streamlining financial processes so business owners can focus on growth. With offices in Belle Chasse and Luling, Louisiana, we provide reliable, transparent support that empowers clients to achieve long-term financial success.
Services
Bookkeeping
Payroll Services
Accounting
Tax Services
Business Advice
QuickBooks Training
Financial Statements
Details
- Year established: 2001
Highlights and features
- Over 20 years of experience in accounting and tax planning
- Customized services tailored to specific business needs
- Proactive tax strategies to minimize liabilities
- Certified QuickBooks ProAdvisor for software optimization
- Personalized client support with transparent communication
Associations and certifications
- CPA
- QuickBooks ProAdvisor
What people say
Very knowledgeable
Personalized service
Long-term satisfaction
Effective financial solutions
Highly recommend
Services
Bookkeeping
Accurate bookkeeping is essential for business success. Our team manages daily financial transactions, ensuring organized records for informed decision-making. We handle accounts payable/receivable, bank reconciliations, and financial reporting to maintain clarity and compliance.
Payroll Services
We streamline payroll operations, including direct deposits, tax filings, and employee W-2s. Our system ensures timely payments and compliance with federal/state regulations, reducing administrative burdens while maintaining data security.
Tax Services
Our comprehensive tax services include year-round planning, return preparation, and compliance. We focus on minimizing liabilities through strategic deductions and staying updated on evolving tax laws to protect client interests.
QuickBooks Training
As certified QuickBooks ProAdvisors, we optimize accounting software usage. Our training covers setup, reporting, and best practices to improve efficiency, ensuring clients leverage full functionality for better financial management.
Business Advice
We provide actionable insights on expense analysis, cash flow management, and growth strategies. Our advisory services help businesses interpret financial data, implement cost-saving measures, and make informed operational decisions.
People
John M. Estess & Associates
Owner
John Estess & Associates, CPA, founded the firm in 2001 after working in banking and governmental accounting. He specializes in tax planning and has served as PASBA president. With expertise in small business accounting, he focuses on proactive financial strategies.
Lori P. Estess & Associates
Owner
Lori Estess & Associates, co-owner since 2007, manages accounting and administrative operations. With a background in payroll and HR, she ensures seamless day-to-day financial processes for clients across both Louisiana offices.
Kyna Larousse
Senior Accounting Manager
Kyna oversees accounting operations at the Luling office. She specializes in financial reporting and compliance, ensuring accurate and timely delivery of services to support client business objectives.
Andrew Mulino
Accounting Manager
Andrew provides expert accounting services, focusing on tax preparation and financial statement analysis. His work helps clients maintain compliance while optimizing financial performance through data-driven insights.
Ashley Boudreaux
Enrolled Agent
Ashley specializes in tax matters and client advisory services. As an Enrolled Agent, she offers expert guidance on tax resolution and compliance, ensuring clients meet federal obligations efficiently.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax planning, QuickBooks support, and financial advisory services tailored to small businesses' needs.
How can you help reduce my tax liabilities?
Our proactive tax planning identifies deductions and credits while ensuring compliance with current laws to minimize your tax burden year-round.
Do you offer cloud-based accounting solutions?
Yes, our cloud-based systems enable real-time financial tracking and reporting, improving accuracy and accessibility for business owners.
Are you available for consultations outside regular hours?
We offer flexible appointments and prioritize timely communication, though standard services operate during regular business hours.
What areas do you serve?
We primarily serve the greater New Orleans area, including Belle Chasse and Luling, Louisiana, with virtual support available statewide.
