As Quickbooks Online Pro-advisor, we offer a vast area of bookkeeping services such as: Quickbooks company file set up, Quickbooks tune up and review, Quickbooks training and onboarding sessions, monthly bank reconciliation, tracking and filing sales tax, tracking and filing 1099s, and accounts receivable and payable management. As our bookkeeping client, we can offer you a Quickbooks Online subscription at a highly discounted rate. Our experts will analyze your business to provide the info and guidance that you need.

Bookkeeping Services

  • Weekly, monthly, and quarterly bookkeeping assistance

  • Accounts receivable and payable input and monitoring

  • Invoicing

  • Bill pay services

  • Bank reconciliation

  • Financial statements preparation and review

QuickBooks Services

  • QuickBooks Setup

  • QuickBooks Training

  • QuickBooks Review

  • QuickBooks Answers

  • Quickbooks tune up

Tax Prep

Individual Tax Preparation

We have the knowledge and expertise to thoroughly and efficiently complete your Individual Tax Return in a timely manner.  We provide year round availability to assist with all your tax planning needs and can answer tax questions as they arise.

Business Tax Preparation  

We work with you to ensure that you are doing all the necessary forecasting, and tax planning that can benefit your business.  We strive to make sure that all of your tax liabilities are minimized, and all your deductions are maximized. 

Comprehensive Planning

You can trust us to stay on top of the ever changing tax environment and laws while knowing exactly what your needs are for the coming year.  Our goal is to help you set a productive and pro-active strategy to reach financial success.

Foreign Income Exclusion

If you work and reside overseas for part of or the entire year, you may be eligible for the foreign income exclusion on your wages. We specialize in providing the proper tax guidance for your unique situation.

IRS Resolution

IRS Problems Resolution

Should you need help with and IRS audit, rest assured that we have a proven track record in successfully representing our clients. We also routinely respond to and clear up all type of IRS notices on behalf of our clients.

  • Amended returns

  • Non-filed returns

  • IRS Audit representation and assistance

  • IRS Notices resolutions


Your payroll will be handled by knowledgeable and experienced payroll specialists who can help you navigate local, state and federal laws. We are an ADP Wholesale partner, and have vast resources at our disposal.

Payroll Services

  • Bi-weekly, semi-monthly, and monthly payroll preparation

  • Payroll taxes remittances on your behalf as they are due

  • Monthly, quarterly, and annual federal and state payroll returns preparation ( 941, WH-1, UC-1, 940 and W2s.)

  • 1099 preparation

  • Online access to all your payroll records

  • Employee vs. Subcontractors due diligence and determination.

HR Services

  • Employee Handbook

  • Labor Posters

  • Performance reviews

Notary Public

As a complimentary service to our clients, we can provide notary services for you or your business should you need documents or signatures witnessed or authenticated.

Business Consulting

Buying or selling a business due diligence, Business entity selection and ramification, exit strategy, business plans, best practices, start-up businesses assistance and set up with IRS, Secretary of State, and State agencies.

Business Advisory Services

  • Buying and selling a business consultation

  • Exit strategy

  • Business purchase due diligence preparation and reporting

  • New Business Advisory Services

    • Start-up business assistance in applying for EIN, Indiana taxpayer identification number, and business name verification with the secretary of state.

    • Best practices for new businesses

    • Business and tax deductions

    • Business Entity Selections ( LLC, S-Corp, or Corporation choice for your business)

    • Business financial projections and forecasting

Sales Tax Advisory Services

  • Sales tax collection and exemption research assistance for various type of businesses

  • Sales tax preparation and remittance

  • Sales tax account set up and assistance


Lularoe Consultants


Tax Documents Needed:


LuLaRoe Summary Sheet

LuLaRoe 1099