Johnson Lloyd D Certified Public Accountant

LWJM Professional Tax Services, LLC is a leading provider of comprehensive tax services to individuals and businesses in the Spring Valley area. Our team of experienced professionals, led by Lynn M. Miller, EA, and Jodi K. Miller-Hammes, ChFC, is dedicated to delivering personalized financial guidance and solutions that cater to the unique needs of our clients.

At LWJM Professional Tax Services, LLC, we understand the importance of maintaining financial viability in the present while proactively planning for the future. This is why we prioritize open communication with our clients to understand their goals and requirements. Our team conducts thorough research and analysis to ensure that our clients receive the highest standards of excellence and professionalism.

Our Mission

Our mission is to provide exceptional financial services that meet the evolving needs of our clients. We strive to maintain long-term relationships with our clients by delivering tailored solutions that address their financial objectives. Our team is committed to staying updated with the latest tax laws and regulations, ensuring that our clients receive the most accurate and effective advice.

Our Services

LWJM Professional Tax Services, LLC offers a wide range of services to individuals and businesses in various industries. These services include:

• Tax Management and Accounting Services: Our team provides comprehensive tax management and accounting services designed to help our clients manage their finances effectively and comply with tax laws.
• Financial Statements and Planning: We prepare detailed financial statements and provide financial planning strategies to help our clients achieve their financial goals.
• Payroll Processing: Our team offers efficient payroll processing services to businesses, ensuring that payroll taxes are accurately calculated and filed on time.

Our Team

Our team comprises experienced professionals with extensive knowledge and expertise in the financial and accounting industry.

• Lynn M. Miller, EA - Managing Partner: Lynn has over 15 years of experience in the financial and accounting industry. She is an Enrolled Agent (EA) and has expertise in individual tax, small business, investment tax strategies, and QuickBooks.
• Jodi K. Miller-Hammes, ChFC - Partner: Jodi has over 20 years of financial planning experience. She is a Chartered Financial Consultant (ChFC) and specializes in retirement planning, tax planning strategies, estate planning strategies, and charitable giving.
• Karen Heit - Office Manager: Karen has been with the firm since 2000 and is experienced in all aspects of an accounting office. She is in charge of client payroll processing, tax return assembly, and data input.

Resources

In addition to our services, we also provide our clients with valuable resources to assist in the tax process and financial decision-making. These include:

• Tax Forms and Publications: We offer downloadable tax forms and publications to help our clients stay informed about tax laws and regulations.
• Financial Calculators: Our financial calculators are designed to help our clients plan their financial matters effectively.
• News and Links: We provide access to news articles and links to other useful sites that offer insights into the latest financial trends and tax updates.

At LWJM Professional Tax Services, LLC, we are dedicated to delivering exceptional financial services that meet the unique needs of our clients. Whether you are an individual or a business in or around Spring Valley, we invite you to experience the difference that our personalized approach can make.