Welcome to Lambert Financial, LLC

Features & Information

Lambert Financial, LLC is a cloud base forward-thinking accounting firm that incorporates mRTUodern technology to help small and medium-sized businesses with their financial needs. We provide traditional tax preparation, payroll, bookkeeping and consulting service. Lambert Financial, LLC is a Service-Disabled Veteran-Owned Small Business (SDVOSB), verified with the Center for Veterans Enterprise (CVE). Serving government agencies, prime contractors and Small Business

DUNS: 080979550

CAGE: 809A1

Service-Disabled Veteran-Owned Business

Minority-Owned Small Business

Small Disadvantage Business

Primary NAICS: 541611 – Administrative Management and General Management Consulting Services

Secondary NAICS:

  • 541614 – Process, Physical Distribution and Logistics Consulting Services
  • 541618 – Other Management Consulting Services
  • 561110 – Office Administrative Services
  • 561410 – Document Preparation Services
  • 561439 – Other Business Service Centers (including Copy Shops)
  • 561499 – All Other Business Support Services
  • 561210 – Facilities Support Services

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Accounting Services

General ledger and financial statement preparation
Bookkeeping (Monthly, quarterly, or annual)
Xero Accounting system setup and support
Gusto Payroll service
Cash flow budgeting and forecasting
Business 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
State and local Tax Returns
All States and Jurisdictions

Business Setup

Sole Proprietorships
Partnerships (General and Limited)
Limited Liability Companies
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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