Business Details
23 Years
experience
Trusted Accounting & Tax Services in Lock Haven, PA
Lea Ann S. Plessinger, CPA, LLC has consistently prioritized personalized attention and quality service since its establishment. As a dedicated accounting firm, we specialize in tailored tax strategies for individuals and businesses of all sizes, including audits for nonprofit organizations, local governments, and for-profit entities. Our expertise extends to new business formation, financial statement preparation, estate planning, business problem-solving, and comprehensive bookkeeping and payroll services. Located in Lock Haven, Pennsylvania, our firm has served Central Pennsylvania for nearly three decades, providing year-round support for client inquiries and unforeseen challenges. Our team consists of experienced accountants holding Bachelor of Science degrees in Accounting, maintaining required continuing education credits through the Pennsylvania Institute of Certified Public Accountants.We are committed to delivering customized solutions that meet the unique financial needs of each client, combining technical expertise with a personal touch. Our licenses and memberships with the Pennsylvania Institute of Certified Public Accountants (PICPA) and American Institute of Certified Public Accountants (AICPA) reflect our dedication to professional standards. We specialize in navigating complex tax regulations while ensuring compliance and optimizing financial outcomes for our clients. Our services are designed to streamline financial operations, enhance business efficiency, and provide strategic guidance for long-term success. Through decades of experience, we have built a reputation for reliability, technical proficiency, and personalized financial counsel that clients depend on year after year.
Services
Tax Return Preparation
Financial Audits
Payroll Services
Bookkeeping
Business Formation
Details
- Year established: 2003
Highlights and features
- We offer 30 years of accounting experience in Central Pennsylvania
- Our team holds CPA certifications through PICPA and AICPA memberships
- We provide year-round support for unexpected financial challenges
- Clients benefit from personalized tax strategies for individuals and businesses
- Our services cover complete financial lifecycle from formation to audits
Services
Tax Return Preparation
Our firm provides comprehensive tax preparation for individuals and businesses, including corporations, S-corporations, partnerships, and nonprofits. We ensure compliance with federal and state regulations while optimizing tax outcomes. Our experienced CPAs navigate complex tax codes to maximize deductions and credits for personal and business filers.
Financial Audits
We conduct thorough financial audits for nonprofit organizations, local governments, and for-profit entities. Our audit process verifies financial accuracy, ensures regulatory compliance, and identifies areas for operational improvement. Clients receive detailed reports and recommendations to enhance financial transparency and accountability.
Payroll Services
Our payroll services include check processing, quarterly tax filings, and year-end W-2 preparation. We handle tax calculations, compliance reporting, and payroll recordkeeping to maintain accuracy and timeliness. Businesses benefit from streamlined payroll operations and reduced administrative burdens.
Bookkeeping Services
We offer complete bookkeeping solutions including bank reconciliations and adjusting entries. Our system ensures accurate financial tracking, timely recording of transactions, and organized financial documentation. Businesses gain reliable financial insights for informed decision-making and growth planning.
Business Formation
Guiding clients through new business creation, we handle entity selection, registration, and compliance requirements. Our support spans LLCs, corporations, and partnerships, ensuring proper legal structure and tax classification. We provide ongoing advice to maintain compliance and optimize business operations.
Questions
What types of tax services do you offer?
We prepare tax returns for individuals, corporations, S-corporations, partnerships, LLCs, trusts, estates, gifts, and nonprofit organizations. Our CPAs stay current with tax law changes to ensure compliance and optimize client outcomes.
Do you handle audits for nonprofit organizations?
Yes, our firm conducts audits, reviews, and compilations for nonprofit organizations. We ensure compliance with accounting standards and provide recommendations for improving financial controls and transparency.
What payroll services are included?
We process payroll checks, file quarterly tax returns, and prepare year-end W-2 forms. Our services ensure accurate tax calculations and compliance with state and federal payroll requirements.
Can you help with new business setup?
Yes, we assist with entity selection, registration, and compliance planning for new businesses. Our services cover LLCs, corporations, and partnerships, ensuring proper legal structure and tax treatment.
What financial planning services are available?
We offer financial and estate planning services to help clients organize assets, plan for succession, and achieve long-term financial goals through strategic tax-efficient strategies.
Are you available for year-round support?
Our firm provides ongoing support throughout the year to address client questions, resolve financial issues, and provide proactive tax planning advice for individuals and businesses.
