Services

PROFESSIONAL ACCOUNTING SERVICES

We are a full-service firm – whether your tax needs are simple or complex, business or personal, preparation or consultation, our Orlando accountants at O’Baker & Lepird can help you. The following list reflects some, but not all, of the services we provide.

TAX SERVICES

Our individual tax clients can benefit from our experience and knowledge by potentially reducing their tax burdens and by taking advantage of suggested tax-saving strategies. Since our job is to keep your tax obligation to a minimum, we concentrate on easily overlooked deductions and credits, and keep abreast of the intricacies of ever-changing tax laws.

BUSINESS ACCOUNTING & CONSULTING

We will advise you in choosing the best and most cost-effective accounting service for your particular business. Since bookkeeping is the most fundamental service we offer, each company is assigned to one accountant, who becomes uniquely knowledgeable about your operations and needs. Our expertise in this area has been very beneficial to our clients.

WEALTH MANAGEMENT

In addition to the standard accounting services, we also offer financial advising and investment services through Eagle Capital Group, LLC. These services are offered in conjunction with CSSC Investment Advisory Services, Inc. Their primary goal as a trusted advisor is to be available to provide advice to enable our clients to make informed financial decisions.