Business Details
25 Years
experience
Your Trusted Partner for Accounting Solutions in Roseville
Lemas Accountancy has been dedicated to empowering small business owners through an educational approach to modern business management since 2001. Our mission centers on providing forward-thinking entrepreneurs with practical tools, resources, and expert accounting services tailored to thrive in today's information-driven economy. With over three decades of combined experience, our team specializes in tax planning, financial advisory, and technology-driven solutions that address the evolving challenges of small businesses.We prioritize client education, ensuring business owners understand the financial and tax implications of their decisions while leveraging cutting-edge technology like secure web portals for 24/7 access to critical information. Our commitment to continuous adaptation and client-centric service positions us as a trusted partner in helping clients navigate complex regulatory environments and achieve long-term success.
Services
Tax Management
Bookkeeping
QuickBooks Setup
Payroll Services
IRS Representation
Financial Planning
Audit Services
Debt Advising
Entity Selection
Cash Flow Analysis
Details
- Year established: 2001
Highlights and features
- We offer 30+ years of combined experience in accounting and tax services.
- Our personalized tax strategies have saved clients thousands in overpaid taxes.
- Secure web portals provide 24/7 access to financial documents and resources.
- We specialize in QuickBooks setup and training for small businesses.
- Our team provides proactive tax planning and audit representation services.
Services
Tax Management Services
Our tax management services focus on minimizing legal tax liabilities through year-round planning and personalized strategies. We specialize in individual and business tax returns for S-Corporations, C-Corporations, partnerships, and sales tax filings. Clients receive electronic filing confirmations and 24/7 access to returns via secure web portals, ensuring transparency and convenience while leveraging current tax laws to optimize savings.
Bookkeeping Solutions
Custom bookkeeping solutions adapt to business needs with flexible models ranging from assisted bookkeeping to full-service management. We implement cloud-based systems for real-time financial tracking, automatic backups, and audit-ready documentation. Our services include account reconciliations, cash flow monitoring, and internal control setup to ensure accurate financial reporting and informed decision-making for small businesses.
QuickBooks Setup
We provide free basic QuickBooks setup for various business entities and offer customized training sessions to maximize software efficiency. Our library of standardized chart-of-accounts templates ensures proper tax deduction tracking. Remote support and video tutorials help clients maintain accurate records while integrating with our secure web portal for seamless data sharing and collaboration.
Payroll Services
Our CPA-managed payroll services handle tax filings, fringe benefit calculations, and compliance reporting for small to mid-sized businesses. We combine automated technology with dedicated specialists to ensure accurate processing, timely submissions, and easy access to additional services like tax planning and financial analysis through integrated client portals.
Financial Projections
We create detailed financial projections using market trend analysis and business-specific data to guide strategic decisions. Our services include cash flow modeling, profit forecasting, and scenario planning to help businesses prepare for growth opportunities or economic challenges while maintaining optimal liquidity and operational efficiency.
People
Cary Lemas
Chief Executive Officer
CPA with 30+ years of experience in tax planning and QuickBooks expertise since its DOS version. Specializes in educating small business owners on tax compliance and financial strategy while leading Lemas Accountancy's mission to empower entrepreneurs through technology-driven solutions.
Darci Lemas
Office Manager
Customer service professional with 20 years of experience managing client communications and data flow. Focuses on ensuring seamless client interactions, portal access support, and maintaining operational efficiency within the firm's day-to-day administrative functions.
Questions
What accounting software do you support?
We specialize in QuickBooks Desktop and Online versions, offering setup, training, and integration with our secure web portal for real-time collaboration.
Do you offer fixed-fee service plans?
Yes, after completing one business cycle we provide monthly fixed-fee arrangements based on annual service costs for predictable budgeting.
How are audit services billed?
Audit representation requires a retainer and is billed hourly based on engagement scope, with fees outlined in a detailed service agreement before work begins.
Can you handle remote clients?
We work with clients nationwide using secure portals, cloud accounting, and remote desktop support to maintain service quality regardless of location.
What tax preparation documents are needed?
Clients should provide W-2s, 1099s, business expense records, and prior-year returns. Our portal allows secure file sharing for efficient document submission.
How do you ensure data security?
We use encrypted portals, two-factor authentication, and regular system backups with 90-day historical recovery options to protect client financial information.
