OUR SERVICES
Here are the wide range of services we offer
Business Formation
1.
We guide you step by step - from selecting the right entity (LLC, Corp, etc.) to filing paperwork and setting up your tax ID, accounting systems, and compliance tools - so you start smart and stay protected.
QuickBooks Setup & Training
2.
We customize your QuickBooks Online setup to fit your business and train you or your team to manage it with confidence - all while staying clean, compliant, and clear.
Accounting & Bookkeeping
3.
We handle the details, so you don’t have to. From transaction categorization and bank reconciliations to monthly financial reports, we keep your books clean, organized, and ready for smart decisions - or any audit that comes your way.
Payroll & Contractor Payments
4.
We streamline your payroll process from start to finish - including W-2s, 1099s, direct deposits, tax withholdings, and reporting. Whether you have employees or contractors, we help you stay on time and in compliance.
Sales Tax Preparation
5.
Navigating sales tax can be confusing - we make it seamless. We manage sales tax tracking, multi-state filings, and compliance so you can avoid costly errors and stay focused on sales, not spreadsheets.
S Corp Elections
6.
Thinking about switching to an S Corp? We assess your eligibility, explain the tax advantages, file the IRS Form 2553, and ensure a smooth transition - with year-round support to help you benefit fully.
Business & Personal Tax Preparation
7.
Whether you're a solopreneur or managing multiple income streams, we prepare and file accurate tax returns that uncover deductions, avoid penalties, and align with your overall financial goals. Federal, state, and local - we’ve got it covered.
Tax Planning & Advisory
8.
Our proactive tax strategies are designed to help you keep more of what you earn. We assess your full financial picture, provide custom recommendations, and guide you in making tax-smart decisions all year - not just during filing season.
Nonprofit Support
9.
We specialize in supporting nonprofits with clean bookkeeping, accurate fund tracking, and compliant 990 filings. Whether you're new or established, we’ll help you stay audit-ready and mission-focused.
Our Services
Transform Your Finances: Explore Our Range of Services and Let Us Help You Achieve Financial Freedom
If you have not already secured professional financial guidance, it is essential to do so when navigating complex financial decisions.
If your financial situation cannot be simplified at that stage, our expert team at LEAD Financial Solutions, LLC will work closely with you to develop personalized solutions tailored to your unique needs and goals.