Joel Lane Email and Phone Number

Annually-- perform 80+ governmental audits including many Single Audits/Uniform Guidance audits -- prepare 500+ tax returns-- countless financial statements-- assist in preparing 50+ weekly, monthly, quarterly and annual payroll tax returns, paychecks and responding to notices.Tax ReturnsI conduct the interview, input the data into the tax software, review the tax return and sign the tax return manually. I do not pass my tax return clients onto staff to prepare. AuditsI plan for the audit, perform the fieldwork for the audit and review the audit prior to its final release.Financial StatementsOur secretary inputs the data into QuickBooks and reconciles the bank accounts. I review the bank reconciliation and carefully review the general ledger for accuracy before compiling professionally prepared financial statements for the client.PayrollI assist in payroll acquisition and preparation for a wide variety of payroll clients.