Lott, Vernon & Company, PC

Lott, Vernon & Company, P.C. is a full-service accounting firm that has been serving clients in Texas for many years. Our team of experienced professionals is dedicated to providing the highest level of service to individuals, businesses, and non-profit organizations. Our goal is to help our clients achieve their financial objectives and ensure their financial security.

Our firm is committed to providing a wide range of services that cater to the diverse needs of our clients. We understand that every client is unique, and we take the time to understand their specific needs and goals. Whether you are an individual looking for estate planning or elder care services, a small business owner in need of accounting, payroll, or tax services, or a non-profit organization requiring specialized financial guidance, we are here to help.

At Lott, Vernon & Company, P.C., we believe in building long-term relationships with our clients. We are dedicated to providing personalized service, expert advice, and unparalleled customer care. Our team of professionals is always available to answer questions, provide guidance, and address any concerns you may have.

We are proud of our commitment to excellence and our reputation for providing exceptional service to our clients. We invite you to explore our website and learn more about the services we offer. If you have any questions or would like to schedule a consultation, please do not hesitate to contact us.

Our Services

We offer a broad range of services designed to meet the diverse needs of our clients. These services include:

• Estate Planning: We help individuals plan for the future by creating comprehensive estate plans that ensure their assets are protected and their wishes are respected.

• Elder Care: We provide specialized services to seniors and their families, including assistance with financial planning, long-term care planning, and guardianship services.

• Small Business Accounting: We offer a variety of accounting services for small businesses, including financial statement preparation, budgeting, and cash flow management.

• Payroll: We help businesses manage their payroll needs, including processing payroll, preparing payroll tax returns, and ensuring compliance with payroll laws and regulations.

• Audits - Reviews - Compilations: We provide a range of assurance services, including audits, reviews, and compilations, to help businesses ensure the accuracy and reliability of their financial statements.

• Cash Flow Management: We help businesses manage their cash flow by providing guidance on cash flow forecasting, budgeting, and financing options.

• Bank Financing: We assist businesses in securing bank financing by preparing loan proposals, negotiating with lenders, and ensuring compliance with loan agreements.

• Business Valuation: We provide business valuation services to help businesses determine their value for a variety of purposes, including buying or selling a business, establishing a buy-sell agreement, or determining the value of shares for estate planning purposes.

• Strategic Business Planning: We help businesses develop strategic plans to achieve their goals and ensure long-term success.

• Succession Planning: We assist businesses in developing succession plans to ensure a smooth transition of ownership and management.

• New Business Formation: We provide guidance and support to new businesses, including assistance with entity formation, business registration, and obtaining necessary licenses and permits.

• Non-Profit Organizations: We offer specialized services to non-profit organizations, including financial statement preparation, budgeting, and grant management.

• Internal Controls: We help businesses establish and maintain effective internal controls to ensure the accuracy and reliability of their financial information and to prevent fraud.

• Tax Services: We provide a range of tax services, including tax preparation, tax planning, and tax problem resolution, to help individuals and businesses manage their tax obligations and minimize their tax liabilities.

• QuickBooks Services: We offer QuickBooks setup, training, and support to help businesses manage their finances and streamline their operations.

At Lott, Vernon & Company, P.C., we are committed to providing the highest level of service and expertise to our clients. We invite you to contact us to learn more about our services and how we can help you achieve your financial goals.