Financial Statement Preparation

We want to ensure that your business is running at peak operating performance. To help you accomplish this, we offer sound, accurate reporting with critical analysis so you always know where you stand financially. And we’re there for you throughout the year to offer insightful counsel, assisting with all your important financial decisions. Via our financial statement review and compilation services, we provide you with comprehensive and detailed financial statements on a monthly, quarterly, or annual basis. However, we don’t just deliver the documents, we work in partnership with you to make sure you understand your data so that you can continue to make smart business decisions and stay on a healthy financial course.

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Inherited IRA's - The Tax-Man is Waiting

Joseph A. Lux, C.P.A., PLLC

June 1, 2019

With the recent passing of my Father-in-law I was personally reminded of the importance of planning for the inheritance of an Individual Retirement Account (IRA). Without proper planning, federal...

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Phone: 845.358.1929 • Fax: 845.358.4420
Email: info@joelux.com