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CFO & Business Advisory Services

CFO & Business Advisory Services

As a business owner, you have many important financial decisions to make. What business structure will minimize taxes? How will you set up your accounting processes? What is the best accounting software for my business? Don't go it alone and risk making costly mistakes when L&Y Tax Advisors, LLC is ready to become your trusted business advisor. We have the foresight to turn your vision into a profitable business with personalized instruction on how to limit tax liabilities and manage your finances. We'll set up accounting systems to track data accurately, so you always have a clear picture of where your business stands financially.

We’ll also design a tax strategy that aligns with your long-term business goals and allows you to keep more of your profits.

When you reach out to us for guidance, we'll become your financial partner for the life of your business. As your business develops, we'll adapt our tax, accounting, and advisory services to encompass your changing needs and provide sound advice to direct you down the right financial path.

We tailor our services to your specific needs, providing you with ongoing proactive tax planning, review of your books, tax, and compliance reporting, help with bank and credit card reconciliations, financial statements preparation and help with QuickBooks.

We educate you on how to read your financials, about business best practices, about the tax implications of your business decisions, so that you avoid potential tax traps that you might not be aware of.

We will enhance your business with strategic business decisions that in align with your goals. Additionally, we will assist with the following:


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