Business Details
35 Years
experience
Trusted Accounting & Tax Services in St. Petersburg, FL
Founded in 1991, ls and company has redefined accounting services by combining technical expertise with innovative advisory solutions. Our firm specializes in assurance, tax planning, business advisory, and litigation support, serving clients across Tampa Bay and beyond. With a team of seasoned professionals from national accounting firms, we leverage cutting-edge technology to deliver efficient, transparent services. Our two-phase tax planning approach ensures proactive compliance while identifying opportunities for tax reduction. Recognized by major lenders in the U.S., we maintain accreditations with the Florida Institute of CPAs and AICPA Peer Review Program. Our family office services address complex personal asset management needs, while our business consulting extends beyond traditional CPA offerings to include CFO coaching and debt restructuring.Led by founder Lisa Smithson, a CPA and CFP with 35+ years of experience, we prioritize personalized service and continuous professional development. Our assurance services utilize paperless software and remote access for timely results, and we hold respected positions in merger/acquisition analysis and forensic accounting. This commitment to excellence has driven 20% annual growth by addressing clients' unique business challenges with creative, practical advice.
Services
Assurance Services
Tax Planning
Business Advisory
Family Office
Litigation Support
Property Management
Small Business Solutions
Details
- Year established: 1991
Highlights and features
- 35+ years of combined experience from nationally recognized professionals
- Proprietary two-phase tax planning methodology for proactive compliance
- Accredited by top accounting industry regulatory bodies
- Established relationships with major U.S. lenders and financial institutions
- Technology-driven processes reduce service delivery time by 40%
Associations and certifications
- Florida Institute of Certified Public Accountants
- Florida Peer Review Program
- AICPA Peer Review Program
Services
Assurance Services
Our assurance services combine automation with expert analysis to deliver accurate financial assessments. We perform audits, reviews, and compilations using paperless technology for faster turnaround. With specialized expertise in merger analysis and internal controls, we provide lenders with reliable financial opinions respected by major U.S. banks.
Tax Planning
We offer comprehensive tax planning for individuals and businesses, focusing on minimizing liabilities through proactive strategies. Our two-phase approach combines annual compliance with dynamic tax-saving opportunities, addressing complex issues for estates, corporations, and high-net-worth clients across multiple jurisdictions.
Business Advisory
Beyond traditional accounting, we provide strategic business advisory services including loan facilitation, lease negotiations, and CFO coaching. Our team helps clients optimize accounting systems, restructure debt, and navigate business transitions with tailored guidance from experienced industry specialists.
Family Office
Our family office services coordinate complex financial needs, including estate planning, trust administration, and philanthropic strategies. We act as intermediaries for family assets, providing accounting oversight, litigation support, and multigenerational wealth planning tailored to high-net-worth clients.
Litigation Support
Led by founder Lisa Smithson, our litigation support team provides expert financial analysis in legal disputes. We specialize in lost earnings calculations, divorce settlements, and lease violation cases, combining forensic accounting expertise with courtroom-tested testimony for attorneys and private clients.
People
Lisa Smithson
Founder
With 35+ years of experience, Lisa founded the firm after serving as CFO of Doctors Walk-in Clinics. A CPA and CFP, she specializes in mergers, acquisitions, and litigation support, offering strategic business planning and expert witness testimony.
Gary N. Hardie
Shareholder Director of Taxation
A CPA with 19 years' experience, Gary oversees tax strategy for corporations and high-net-worth individuals. Former PwC professional, he specializes in multistate tax optimization, estate planning, and cost segregation services for clients in healthcare and manufacturing.
Dali Kranzthor
Assurance and Accounting Services
Dali brings extensive audit experience from regional firms, serving public and private companies in automotive, manufacturing, and technology sectors. A CPA and CFE, he specializes in employee benefit plans and business advisory services.
Marnie Hardie
Manager Tax
With 10+ years in tax compliance, Marnie manages federal and state tax services for corporations and nonprofits. She leads firm training initiatives and specializes in multistate tax strategies for high-wealth individuals and complex business structures.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, and benefit plan audits, along with merger analysis, forecasts, and internal control assessments using automated technology for efficiency.
How do you handle tax planning for businesses?
Our two-phase approach combines annual compliance with proactive strategies to reduce liabilities, addressing entity selection, multistate operations, and complex corporate transactions.
What makes your business advisory services unique?
We offer CFO coaching, debt restructuring, and system optimization beyond traditional accounting, including lease negotiations and personnel screening services for growing businesses.
Do you provide family office services?
Yes, we manage personal assets, handle trust administration, and provide philanthropic planning for families needing coordinated financial oversight and multigenerational wealth strategies.
How can I schedule an appointment?
Contact our St. Petersburg office directly at 727-579-0383 to connect with the appropriate professional for your specific accounting or advisory needs.
