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  • 631-664-3138

    180 East Main St, Suite 110
    Patchogue, NY 11772

Personal Taxes & Accounting

There is no cookie cutter solution to ensure the prosperity of you or your family’s finances. All individuals have their own sets of priorities, fiscal goals, and life scenarios to take into account. At LMH CPA, our team of personal tax and accounting experts works with each of our clients on a case-by-case basis in order to guarantee the best possible financial outcome.

Personal Taxes

Filing your own taxes can be a tedious and potentially complex process; fortunately, it doesn’t have to be. The personal tax experts at LMH CPA account for every relevant detail, taking care of all the fine print in order to ensure you have a stress-free tax season.

The IRS tends to explain tax credits and deductions in ways that aren’t always easy to understand. Countless Americans qualify for tax credits and itemized tax reductions, yet they don’t take advantage of them due to lack of awareness or tax code comprehension; the government then keeps that money which should’ve went directly into their bank accounts. At LMH CPA, we work diligently to secure all of the tax deductions and credits you’re eligible for to minimize what you owe the state and federal governments while maximizing your tax returns.

Our dedicated team of personal tax experts has an in-depth knowledge of both state and federal tax credits and deductions; we also stay up-to-date on the constantly changing tax laws while following the standards set out by the AICPA. Our goal is to provide our clients with peace of mind in the knowledge that their taxes are being handled by a team of professionals who genuinely want what’s best for them.

couple doing taxes

Personal Accounting

In order to ensure financial stability, it’s important to create and maintain a well-planned budget while responsibly managing your cash flow. With over 10 years of experience, the personal accounting specialists at LMH CPA have helped individuals throughout the country to successfully calculate and uphold budgets in order to keep their money secure in the present and prepare them for what lies ahead.

budgeting

Budgeting

Knowing the amount of money you should save and how much you have the ability to spend can help relieve financial stress while keeping you equipped to handle the future. During a free initial consultation period, we work with you directly in order to get a full understanding of your current financial situation. We then provide you with weekly, monthly, quarterly, or annual budgets tailored to your specific needs.

Accounting for the Unaccountable

At LMH CPA, our individualized approach to personal taxes and accounting helps to ensure that you remain financially afloat even when the unexpected occurs.

No matter your fiscal situation, the team of personal accounting experts at LMH CPA will keep you prepared for planned milestones including:

  • Retirement
  • College expenses
  • Marriage or divorce
  • The birth of a child

Or unexpected events such as:

  • Job changes
  • Accidents resulting in disability
  • Market crashes
  • Theft

Expertise You Can Rely On

Trusting your personal finances with anyone but yourself can be difficult. For over 10 years we’ve built our reputation on integrity, reliability, and a personalized approach that’s hard to come by in this industry. At LMH CPA, our personal tax and accounting specialists work with you every step of the way with your best interests in mind.

 

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