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Learn More About Our Services


Accounting Services

Business

Claiborne Lavoie & Associates provides accounting and tax services for all types and sizes of businesses including Sole Proprietors, Partnerships, Corporations, S Corporations and LLC's.   We specialize in several industries including Retail and Wholesale, Construction, Professional Services, Real Estate, Farming and Ranching, Manufacturing, Tourism and Non-Profit Organizations.

Accounting and Bookkeeping

  • Monthly Operating Statements
  • Bank Reconciliations
  • Systems Implementation and Review
  • Financial Statements
  • Cash Flow Analysis
  • Budgeting and Cash Forecasting
  • Business Formations
  • QuickBooks Implementation and Support
  • Business Valuations
  • Employee Stock Ownership Plans
  • Mergers and Acquisitions
  • Sales

Tax Services

  • Federal and State Income Tax Returns
  • Payroll Taxes
  • Property Taxes
  • Tax Planning
  • IRS and FTB Audit Representation

Individual

Claiborne Lavoie & Associates offers a full range of accounting and tax services.  We are committed to helping our clients realize savings through effective tax strategies, emphasizing ongoing tax planning, timely communication and working with our clients to create a team approach to maximize savings.

Accounting and Bookkeeping

  • Monthly Operating Statements
  • Bank Reconciliations
  • Cash Flow Analysis
  • Budgets and Benchmarks
  • QuickBooks Implementation, Training and Support
  • Litigation Support

Tax

  • Tax Planning
  • Tax Return Preparation
  • Monitoring of Filing Requirements
  • IRS and FTB Audit Representation

Estate Planning

  • Assistance in Prioritizing Goals
  • Assistance Structuring Investment Activities
  • Establishment and Maintenance of Family Limited Partnerships
  • Living Trusts
  • Land Trusts
  • Charitable Remainder Trusts
  • Periodic Plan Review

College Planning

  • Help Prioritizing Goals
  • Tax Advantages for College
  • Budgeting Advice 

Send Us a Message

We would love to hear from you!

559-683-4224 admin@cltaxaccounting.com

Get clarity on your tax and accounting situation