Mark Lawrence & Associates, Inc.
Your Guiding Light.
5.0
Full-service accounting firm serving the Tri-State area with professional, personalized services for individuals, businesses, and healthcare practitioners.
About
Mark Lawrence & Associates Inc is a full-service accounting firm dedicated to providing professional, personalized services and guidance in a wide range of financial and business needs throughout the Tri-State area. Specializing in healthcare accounting, the firm offers expertise in tax preparation, financial planning, bookkeeping, payroll, forensic accounting, and business advisory services.
With a focus on professionalism, responsiveness, and quality, the firm serves clients with a commitment to staying informed about tax law developments and utilizing state-of-the-art technologies to deliver insightful advice and achieve clients' financial goals.
Services
Personal Financial Planning
Develop a comprehensive personal financial plan to achieve your goals, review your plan as your life situation changes, integrate with tax planning, evaluate estate and trust tax strategies, review investment strategies, evaluate portfolio risk, help understand Required Mandatory Distributions (RMDs) from IRAs, analyze current budget versus retirement budget, and create a retirement income distribution plan.
Retirement Planning
Evaluate current financial situation, create a budget that meets retirement goals, review Social Security account to determine best time to begin benefits, ensure understanding of other retirement income sources, determine whether lump-sum distribution or monthly payments is better for financial situation.
Small Business Accounting
Full-service accounting for small businesses including bookkeeping, payroll, part-time CFO services, audits, forensic accounting, cash flow management, bank financing, business valuation, business advisory services, financial planning for businesses, succession planning, new business formation, non-profit organizations, internal controls, litigation support.
Individual Tax Preparation
Comprehensive tax preparation services for individuals, including maximizing deductions and credits, tax planning, and tax relief strategies.
Tax Preparation for Businesses
Tax preparation services tailored for businesses, ensuring compliance and optimization of tax strategies.
Estate & Trust Tax Services
Services to evaluate and implement estate and trust tax strategies, preserving wealth for future generations.
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