Anderson Lucas Somerville

At Anderson, Lucas, Somerville and Borges, we are dedicated to providing exceptional services to business owners, executives, and individuals. Our team of experienced professionals offers a wide range of services, from personal financial planning to business advisory services. We understand the importance of personalized attention and strive to build long-lasting relationships with our clients.

Our values are centered around delivering unparalleled service, fostering trust, and ensuring that our clients receive the best possible outcomes. We believe that every individual and business has unique needs, and we tailor our services to meet those needs. Whether you are looking to plan for retirement, manage your wealth, or navigate complex tax laws, we are here to help.

Our Services

We offer a comprehensive range of services, including personal financial planning, retirement planning, estate planning, elder care, and wealth management. For businesses, we provide services such as small business accounting, bookkeeping, payroll, and part-time CFO services. Additionally, we offer tax services, including individual tax preparation, tax planning, and tax relief for individuals and businesses facing IRS issues.

Expertise

Our team consists of experienced professionals who are well-versed in their respective fields. From tax law to financial planning, we have the expertise to address a wide range of concerns. Whether you need assistance with audits, forensic accounting, or business valuation, we can provide the guidance you need.

Personalized Attention

At Anderson, Lucas, Somerville and Borges, we understand that every client is unique. We take the time to understand your goals, concerns, and circumstances, ensuring that our services are tailored to meet your specific needs. We believe that personalized attention is key to building trust and delivering exceptional results.

Conclusion

If you are looking for a trusted partner to help you navigate the complexities of financial planning or business management, look no further. Our team at Anderson, Lucas, Somerville and Borges is committed to providing you with the highest level of service and expertise. Contact us today to schedule a free consultation and discover how we can assist you.