OUR VALUES

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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PROFESSIONALISM

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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RESPONSIVENESS

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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Estate planning is an important part of a person’s legacy left to family, friends, business associates, or favorite charities. We understand that planning for the distribution of your estate following death is only one aspect of estate planning. Equally as important is planning for the accumulation, conservation, and enjoyment of your property and assets during your lifetime.  Our estate planning process focuses on the preservation of wealth and the interrelationship of estate, fiduciary, and personal taxes.

We can provide you with complete estate planning, including:
• Preparation of federal estate & gift tax returns
• Preparation of estate and trust accountings & income tax returns
• Postmortem tax planning
• Assistance to a surviving spouse or other heirs
• Review of current wills, trust instruments, and schedules of assets
• Identification of family objectives and needs regarding wealth preservation
• Ensuring the proper implementation and administration of the estate plan

For more information, please contact:
Cynthia K. Bayless, C.P.A. – link to e-mail cindy@lfmgcpas.com

Our Services

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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