Business Details
Trusted Accounting & Tax Services in Wayland, NY
At Kimberly Lattimer PC, we are dedicated to providing exceptional accounting and tax services tailored to the unique needs of individuals and businesses. Our firm operates on the principles of professionalism, responsiveness, and quality, ensuring clients receive accurate and timely solutions. With extensive expertise in tax law, IRS representation, and financial planning, we help clients navigate complex financial landscapes while minimizing liabilities.Our services extend to QuickBooks consulting, payroll management, and industry-specific accounting for sectors like healthcare, law, and construction. We prioritize client success by offering personalized strategies, proactive tax planning, and reliable support, allowing businesses to focus on growth. Backed by years of experience, we serve as trusted advisors, combining technical proficiency with a commitment to long-term client relationships.
Services
Tax Preparation
Bookkeeping Services
Payroll Management
IRS Representation
QuickBooks Consulting
Business Structure Planning
Non-Profit Accounting
Tax Planning
Sales Tax Filing
Financial Consulting
Highlights and features
- We offer decades of expertise in tax law and IRS mediation for individuals and businesses.
- Our industry-specific accounting services cater to healthcare, law, construction, and more.
- We provide personalized QuickBooks setup, training, and system optimization.
- Our proactive tax planning strategies maximize deductions and minimize liabilities.
- We prioritize client relationships with transparent communication and tailored financial advice.
Services
Tax Preparation
We prepare and file individual and business tax returns with precision, ensuring compliance with evolving regulations. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. Clients receive strategic guidance for year-round tax efficiency.
IRS Representation
Our experts negotiate with the IRS on your behalf to resolve back taxes, payment plans, and lien/levy issues. We specialize in offer-in-compromise submissions and audit defense, prioritizing discreet, stress-free solutions for taxpayers.
Bookkeeping Services
Accurate bookkeeping ensures long-term business viability. We manage accounts payable/receivable, bank reconciliations, and financial reporting, providing real-time insights to support data-driven decision-making for small to mid-sized enterprises.
QuickBooks Consulting
We optimize QuickBooks for your business through customized setup, employee training, and system tune-ups. Our support streamlines cash flow tracking, expense management, and report generation, enhancing operational efficiency for desktop and cloud users.
Payroll Management
We handle payroll processing, tax filings, and compliance to ensure timely, error-free payments. Our solutions reduce administrative burdens, allowing businesses to focus on core operations while maintaining employee satisfaction.
People
Kimberly Lattimer
CPA
Kimberly Lattimer is a certified public accountant with extensive experience in tax strategy, IRS mediation, and industry-specific accounting. She specializes in delivering tailored financial solutions for small businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, business structure planning, and industry-specific accounting tailored to small businesses' needs.
Can you help with IRS tax debt or audits?
Yes, we specialize in IRS representation, including audit defense, payment plans, and offer-in-compromise negotiations to resolve tax debt issues.
Do you support QuickBooks users?
We offer QuickBooks setup, training, system optimization, and troubleshooting for both desktop and cloud-based versions to improve financial management.
What industries do you specialize in?
We serve healthcare, law firms, construction, real estate, restaurants, and manufacturers with accounting solutions tailored to their unique regulatory and operational needs.
How do you ensure tax compliance?
We stay updated on tax law changes and proactively advise clients on compliance, deductions, and strategies to minimize liabilities while avoiding penalties.
Is there a free consultation available?
Yes, we offer a free initial consultation to discuss your accounting needs and determine how we can support your financial goals.
