Sign In Get Started

Lori B. Jackson — CPA in East Rockaway, New York

LB

Lori B. Jackson

Certified Public Accountant | Licensed in New York
0.0 (0 reviews)
Verified Licensed
East Rockaway, New York 11518 View on Maps

About Lori B. Jackson

Lori B. Jackson is a certified public accountant based in East Rockaway, New York, with over 20 years of experience providing accounting and tax services to various business structures, including S-Corps, partnerships, and LLCs.

She specializes in basic accounting services, tax compliance, and small business accounting, helping clients navigate complex financial regulations and ensure accurate financial reporting.

In addition to these services, Jackson is skilled in sales tax compliance and retirement account tax reporting, providing clients with comprehensive financial guidance and support.

As a seasoned accountant, Jackson works closely with individuals and families, as well as small businesses, to address their unique financial needs and goals.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in East Rockaway

MA
Mark A. Giuliani
East Rockaway, New York
MJ
Melissa J. Lanzaro
East Rockaway, New York
M
Madeline Diaz
East Rockaway, New York
MJ
Michael J. White
East Rockaway, New York
K
Kevin O'Toole
East Rockaway, New York
DN
David N. Horton
East Rockaway, New York

Contact Lori B. Jackson

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns