Shelly A. Lundberg, CPA

Specialties

Tax Preparation

Covers individual, corporate, partnership and non-profit returns for all 50 states. Read more

Bookkeeping

Offered monthly, quarterly or annually, with bank and general ledger reconciliation, A/P processing and financ... Read more

Tax Planning

Year-Round Tax Planning and Advice Read more

Payroll Services

Covers direct deposit, payroll tax payments, quarterly and annual reporting, E-Verify and new hire reporting. Read more

Sales & Use Tax

Sales, Hospitality and Accommodations Tax Returns Read more

Audit, Review & Compilation

Reviewed Financial Statements | Agreed Upon Procedures Read more

Business Formation & Entity Structuring

Startup Consultation: Advice on the best way to structure a new business. Read more

Financial Statements & Reporting

Compiled Financial Statements Read more

IRS Representation & Tax Resolution

IRS and State Audit Assistance: Help with IRS and state income tax audits. | Workers' Compensation Audit Assis... Read more

Clients Served

Individuals

Small Businesses

Nonprofit organizations

Medium businesses

Large Businesses

Memberships & Affiliations

American Institute of Certified Public Accountants

South Carolina Association of CPAs

Sumter Rotary Club

Our Team

SA

Shelly A. Lundberg

CPA · Sumter · Licensed: SC

Locations

Sumter Primary

2630 B Hardee Cove, Sumter, SC, 29150 (803) 469-7300

About Shelly A. Lundberg, CPA

Shelly A. Lundberg, CPA is a Sumter, South Carolina practice opened in 2005 by a South Carolina-licensed CPA with over 25 years of experience in auditing, taxation and consulting. It prepares individual, corporate, partnership and nonprofit returns for all 50 states and provides bookkeeping, payroll, compilations, reviews, agreed upon procedures and startup consulting.