Eugene S. Lusby, CPA provides a wide range of services to individuals and businesses in a variety of industries. Eugene strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. His professional services include:
- Tax Management Services
- Compilations and Reviews
- Financial and Retirement Planning
- Payroll Services
Tax Management Services
Eugene has the ability to guide his clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. His expertise, experience, analysis and thorough research allows him to optimize financial opportunities to be found in existing as well as recently altered tax laws. Eugene strives to stay up to date on the ever changing tax laws and can help you make sense of your receipts, bills and notices.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Eugene's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning and investments.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Personal financial statements
- Corporate tax planning and return preparation
Compilations and Reviews
Eugene S. Lusby, CPA's financial statement services comprise the levels of assurance depending on your company's needs.
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. Eugene will perform reviews to ensure the integrity of your data.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Eugene's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Financial and Retirement Planning
Eugene S. Lusby, CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. he can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Eugene can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and he can help you to take the proper steps to reach your goals.
Professional representation can be a vital asset to have during an audit, and Eugene's experience in dealing with federal and state taxing authorities enables him to guide his clients in their dealings with these agencies. If you have been chosen for an audit, the professional representation you can find with my firm can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Eugene stands ready to help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Eugene can advise you on choosing an entity type and later restructuring if advantageous. With his knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
Eugene S. Lusby, CPA's payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment of payroll taxes, preparation of payroll tax returns, as well as year end W-2 and 1099 processing.