Welcome to Lambert Financial, LLC

Features & Information

Tax laws, tax forms, and informational IRS reporting requirements can be complex. The difficulty and risks of falling out of compliance with these laws and requirements grows exponentially as the number of personal and business circumstances with a tax implication increase. Lambert Financial, LLC will give you access to year-round questions, guidance and help resolve your tax problems.

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Accounting Services

General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Accounting system setup and support
Payroll processing
Cash flow budgeting and forecasting
Personal financial statements
Corporate tax planning and return preparation

Tax Service

Income Tax (US Tax filings only)
Federal Tax Returns
1040 Individual
1120 Corporate
1120S Sub Chapter S Corp
1065 Partnership
990 Tax Exempt
State and local Tax Returns
All States and Jurisdictions
Sales and Use Tax

Business Setup

Sole Proprietorships
Partnerships (General and Limited)
Limited Liability Companies
DBA, Trade Name, Fictitious Name
Employer Identification Number Setup
State Sales Tax and Unemployment Registration
Assistance with Business License Registration

In addition, Lambert Financial will serve as your Registered Agent with the State of Alabama. This service allows Lambert Financial to serve as Liaison for legal servicing and state correspondence.

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