Services

Lisa C. Wright, CPA is an accounting and consulting firm. The firm provides services in three main areas to clients: accounting, payroll, and taxation. The firm’s philosophy is to provide quality services at a reasonable price. Integrity and sincerity are the cornerstones of the firm. The staff is small enough to provide individual attention, but has depth to provide a large array of services.

Payroll Preparation
Lisa C. Wright, CPA provides complete payroll services. Whether you are a small business with three to four employees or a large corporation the firm can provide affordable, efficient payroll services.

  • weekly, monthly, bimonthly payroll preparation
  • payroll deposit preparation
  • quarterly payroll reports
  • unemployment forms
  • Form W-2 preparation
  • Form W-3 preparation
  • Payroll Reports

Accounting Services
The accounting services section is designed to be an entire financial reporting system. This allows you to do what you do best; run your business, and to not be worried if you entered the correct number in your check register.
The sections of the accounting services are divided to allow flexibility. You can purchase the particular service you need the most. The services are listed below:

  • Bank Reconciliations
  • General Ledger Preparation
  • Monthly, Quarterly, and Annual Financial Statements
  • Financial Accounting System Design
  • Compilations, Reviews & Audits
  • Internal Control Evaluation
  • Accounts Payable & Receivable Processing
  • Fixed Asset & Depreciation Accounting
  • Check Writing Services
  • File Retention Services
  • Billing Processing
  • Budgets

Tax Preparation
The firm provides individual and small business tax planning and preparation. It is difficult to keep up to date on the numerous tax code changes that apply to your business. Keeping up with current tax law is my job. I work to ensure that every deduction available to your business is taken. Procedures and checklists are in place to ensure that your tax return will be completed accurately.

  • Individual Tax Planning and Preparation
  • Small Business Tax Planning and Preparation
  • S-Corporation Tax Returns
  • C-Corporation Tax Returns
  • Partnership & LLC Tax Returns
  • Estate Tax Preparation
  • Sales & Use Tax Return Preparation
  • Form 1099 Preparation
  • Entity Selection
  • On-line Tax Filing

Peer Review
Lisa C. Wright, CPA can perform Engagement and Report Peer Reviews for public accounting firms. Peer review is a process that assures the public that accounting firms are using correct, up-to-date standards and procedures in doing their work. Call me to schedule a review today.

Employee Benefits
The firm performs employee benefit administration and employee benefit audits. The tax code allows employers to offer benefits to their employees through a cafeteria plan. See me about the types of benefits that can be offered.

Employee Benefit Audits are required by Federal law when employee benefit plans have 100 or more participants. This is required as part of the obligation to file an annual return/report (Form 5500 Series). A quality audit will help protect the assets and financial integrity of the plan.

Not-For-Profit Organizations
Not-for-Profit Organizations have special accounting and tax needs. The firm can help with the 501(c)(3) tax exemption application, preparation of Form 990 series tax returns and financial accounting setup.


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