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
  • Transfer of Assets to Survivors
  • Periodic Plan Review
  • Trust Administration

College Planning

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

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