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Income Tax
Preparation:
Your tax returns are prepared
utilizing “state of the art” computers and tax software,
along with the combined resources of all of our
associates. All tax returns are processed and reviewed
by no fewer than two of our associates. This
methodology ensures that each tax return receives
personal care and review, along with the most accurate
tax compilation to insure accuracy and minimize taxes.
We offer Electronic Filing and Direct Deposit services
to speed up your refunds and ensure receipt of your tax
returns. We will meet with you by appointment at your
home, at your convenience, or at our office located at
280 Main St. (Rte # 28) Suite 102, North Reading (click
for map). Tax clients after receiving our mailing and
all necessary tax documents and information (W -2’s,
1099’s, 1098’s etc.) should call their associate at the
telephone number listed in “Contact Us” to set up an
appointment.
Please contact us to be
added to our mailing list.
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Mortgage
Broker/Lending:
L & D Financial Services is
very pleased with the response to our newest addition to
our portfolio of Financial Services, Mortgage
Broker/Lending. Since inception in June of 2003 we have
originated over 35 Million Dollars in mortgages for our
clients helping them to purchase a new home or
refinance their existing mortgage. This success is
directly attributable to the service, pricing, rates and
products available through our affiliation with First Boston Mortgage Corp.
Larry Dyment and Marty Lawler
(they both have now been retired from the Division of
Banks for several years) were previously Field Manager and Supervisors
responsible for the regulatory oversight of licensed
Mortgage Lenders/Brokers in Massachusetts. With more
than 20 years experience, Larry & Marty bring knowledge,
skills, and integrity to this endeavor.
We are confident that we can
excel at mortgage lending, providing our clients with
the outstanding service and integrity they have come to
expect from L & D Financial Services.
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Personal Financial Analysis and Planning:
We offer this service (Fee Only) exclusively to tax clients. Our in-house CERTIFIED FINANCIAL PLANNER ™ practitioner, Greg Doran, CFP® will analyze your personal finances, providing guidance in the areas of asset allocation, savings, college costs, retirement plans, debt management and estate planning. As we have nothing to sell, our analysis and recommendations are directed solely for the benefit of our clients.
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Accounting and Financial Services:
We offer a wide variety of
accounting services that can be customized to meet the
needs of small businesses. These include:
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Preparation of Federal and State tax
returns for the business.
·
Preparation of Federal and State tax
returns for owners/officers.
·
Preparation of quarterly and annual
financial statements.
·
Assistance with and preparation of all
payroll taxes and forms.
·
Monthly or quarterly visitations for
review and consultation of operating results.
·
Management and accounting review of
operations for year-end.
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Telephone consultation and assistance as
needed throughout the year.
·
Assistance in all financial matters and
proposals, as needed.
·
Assistance in computerization of
accounting and related components
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