LUDWICK, MONTGOMERY & STAPP, P.C.
Services
LUDWICK, MONTGOMERY & STAPP, P.C.
Services
LMS provides the vision to help our clients understand how the decisions they make today will impact their financial future, a compassionate respect for their concerns and questions and integrity in all facets of our business. We are committed to offering straightforward and insightful information by combining a thorough understanding of accounting principles, contemporary tax strategies and financial planning.
LMS Also Offers
- Financial statement preparation
- Comprehensive accounting services
- Financial forecast and projections
- Buy/sell funding
- Estate, gift and trust tax preparation
- Pension and profit sharing plan development
- IRS and State/local representation
- Payroll services
- Business purchase and sale consultation
- Benefit plan services
- Bookkeeping
- Compilation and audit
- Cash flow and budget analysis
- Quickbooks support
LMS offers a full range of valuation and forensic accounting services with litigation support before, during and after trial. We are frequently retained by attorneys to value companies, Family Limited Partnerships, estates and other investment portfolios for purposes of division of assets in divorce proceedings, estate and gift tax compliance, buy-sell agreements, etc. Our team also includes Certified Fraud Examiners that perform forensic accounting, fraud investigations and complex asset tracing.