Let's work together on your next business innovation
Capital Innovations, LLC is a dynamic bookkeeping and tax preparation firm founded on the belief that innovative solutions and personalized attention are crucial for individual and business success. Our team of professionals is dedicated to empowering clients through insightful financial guidance, leaving them free to focus on their passions and aspirations.
Tax Services
- Personalized tax planning and compliance strategies
- Efficient preparation and filing of federal, state, and local taxes
- Representation before the IRS in case of audits or disputes
- Specialized expertise in complex tax situations and compliance matters.
Bookkeeping Services
- Comprehensive and accurate bookkeeping solutions tailored to your business size and industry
- Experienced professionals to manage your accounts payable, receivable, and financial reporting
- Integration with QuickBooks for seamless and efficient workflow
- Consulting on financial strategies and cost reduction measures.
Empowered by Enrolled Agents
Capital Innovations, LLC features a licensed Enrolled Agent at the helm. This ensures:
- Expertise: Access to exclusive knowledge and resources to navigate complex tax regulations.
- Confidence: Reliable representation before the IRS, ensuring your voice is heard effectively.
- Peace of mind: Professional guidance through every step of the tax and financial planning process.
Our Clients Speak For Us
"Lori is a rockstar! She got my accounting system in order and up to date, and her knowledge and thoroughness are truly invaluable." - Jennifer P.
"Lori has helped me boost my profit margin by managing costs and reducing unnecessary expenses." - Luke W.
"Capital Innovations provides perfect solutions for all my business and personal tax needs - I highly recommend them!" - Daniel D.
More than just numbers, we build lasting relationships. Contact Capital Innovations, LLC today and discover the power of smart financial management.
Overview of Reviews
The reviews are overwhelmingly positive, with all reviewers giving a 5-star rating.
Professionalism and Expertise
Reviewers praise Lori's extensive knowledge and expertise in tax preparation and bookkeeping. She is described as "knowledgable", "concise", and "extremely efficient". Her ability to understand the needs of small business owners and provide personalized service is also highlighted.
Responsiveness and Communication
Lori's responsiveness and communication skills are also commended. Reviewers appreciate her prompt replies to questions and her ability to explain complex tax issues in a clear and concise manner.
Tax Preparation and Bookkeeping Services
Reviewers are extremely satisfied with the tax preparation and bookkeeping services provided by Lori. Many mention that she has saved them a significant amount of money by identifying deductions and credits they were not aware of. Her attention to detail and thoroughness are also praised.
Personalized Service and Customer Care
Lori's personalized service and customer care are also highly praised. Reviewers appreciate her willingness to take the time to understand their specific needs and provide tailored solutions.

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