Business Services

WE ARE ON YOUR SIDE

What Can We Do For You?

As a business owner, you're working hard every day—whether it’s managing employees, overseeing operations, or coming up with new ideas. With all that on your plate, finding time to focus on the financial side of your business can be a challenge. Even if your cash flow is strong, are you sure you're maximizing your profits? Are you staying on top of estimated taxes? Are you fully compliant with federal and state payroll, sales, and use tax laws?
Tax laws can be complicated, which is why it’s essential to have a trusted accounting firm by your side. From cash flow statements to payroll and tax return preparation, we’re here to help your business thrive. We're dedicated to your success. Explore our services below or contact us today to learn how our comprehensive accounting and tax solutions can boost your bottom line.

We help you take control of your finances, so you can focus on growing your business.

Let us handle the Financials for you.

When you work with our team of experienced tax and accounting professionals, you gain the expertise of a seasoned financial executive—without the added cost. Whether we meet monthly, quarterly, or annually, we help you take control of your business finances, allowing you to focus on what you do best and make informed decisions for your financial future.

What We Do?

- Generate Reports
- Prepare Budgets Strategic Tax Planning
- Quarterly, Monthly, & Annual Financial Statements
- Use & Sales Tax Filing
- Profit Statements
- Business Tax Returns

As your trusted financial advisor, our mission is to help you succeed. If you’re ready to elevate your business, improve cash flow, boost profitability, and focus on growth, we’re here to support you every step of the way.

You can focus on growing your business.

Bookkeeping Services

Accurate bookkeeping is crucial to your company’s long-term success. Affordable, experienced, and reliable, we work with a wide range of clients—from self-employed home-based business owners to small and medium-sized businesses with employees. By outsourcing your bookkeeping to us, you’ll receive personalized one-on-one service along with access to cutting-edge technology and payroll software.

If you're just starting your business, we’ll help you set up efficient reporting and recordkeeping systems to easily track your expenses and cash flow. If you’ve been in business for a while and need to clean up your books, we’ll work with you to streamline your processes and implement a reliable system of checks and balances.

Bookkeeping Solutions for Small Businesses

- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- Inventory Management
- Bookkeeping
- General Ledger Maintenance
- Tax Forms (1099s, 1096)
- Payroll Processing

Now is the perfect time to leverage our bookkeeping expertise.

You can focus on growing your business.

We specialize in Financial Planning & Analysis.

As a successful business owner, you already know the importance of partnering with an accounting firm that understands how your company works. What you might not realize is that adding an accountant with expertise in financial planning and analysis can take your business to the next level.

Here's What We Do For You

- Financial reporting & analysis
- Identify company (wide trends and variations in your business financials)
- Profitability analysis
- Business modeling
- Company performance management

If you’re ready to take the next step and reclaim your competitive edge, we’re here to help.

Business formation

Helping You Build the Foundation for

a Successful Business

Starting a new business is an exciting venture, but as any seasoned business owner knows, it’s much more than just creating a product and hoping it sells. As an entrepreneur, you’re likely a "big picture" thinker with a vision for your business. The last thing you probably want to focus on are the details—like selecting a business entity, managing sales and payroll taxes, or setting up accounting systems to track cash flow. The good news is, we're here to help you navigate all of these crucial steps.

Partnership agreements
Evaluate your business insurance requirements.
Develop a business plan to help secure financing, if necessary.
Establish an accounting system with software that fits your needs.
Ensure compliance with state, local, and federal tax laws, including sales and use tax, payroll tax, and obtaining a Federal EIN (Employer Identification Number).
Prepare annual tax returns and file quarterly estimated taxes as required.
Help you file the necessary paperwork for state and local licenses and permits.
Develop billing systems and establish policies and procedures for collections.
Choose the business entity that aligns with your goals and minimizes your tax liability.

TRUSTED

By Millions Of Small Business Owners

Discover why our clients choose to trust us year after year.

"It's crucial to have experts in your corner who truly have your best interests at heart. We love working with our Block Advisors accountant—she knows exactly what's going on and always has the right answers."

Jim Jackson2/18/21

"One of the biggest sources of anxiety when starting our business was handling our taxes. Then we found our Tax Pro. Whether it's an online meeting or a quick phone call, they're always available to answer all our questions."

Marianela Cortez4/3/22

"I had a fantastic experience with Lucero Multiservices! They went above and beyond to ensure my taxes were filed accurately and on time. The team really took the time to explain everything, and I felt confident in their expertise. Plus, I received my refund faster than I expected.

Jhosua Klein7/10/23

small business owner?

Your Taxes are

our expertise

Lucero Multiservices is
dedicated to optimizing
your tax outcomes, helping
you boost your bottom line—an
essential service for every small
business owner.