A relationship-based approach to accounting and tax work
At Pavlatos & Louizos, we offer accounting, tax, business advisory, and financial planning services to anyone looking for financial wellness, from individual professionals to small and medium-sized businesses.
The Pavlatos & Louizos Promise:
- Attentive, personalized help for every tax & accounting need
- We’ll walk you through any questions you may have
- We work with clients to set goals they’re ready for
- Lifelong relationships with clients through trust and respect
- Sensitive information is safe and secure
- Financial literacy taught through service
- Credentialed professionals (CPAs, MBAs, enrolled agents, certified tax preparers) who are always one call away!
If your bookkeeping has gotten messy, or you don’t know how to begin, it can be a huge distraction from running your business. Luckily, we’re here to help.
• Compilation and write-up
• Workers compensation audit
• Clean up of accounting records
• Tech optimization
Life changes quickly and that can make taxes challenging to manage. Especially when you own or run a small business. Ensure your taxes are well-planned, prepared correctly, comply with regulations, and save you money with our expert tax help.
• Advocacy and audit
• Estate and trust
Running a small business is rewarding, but it can be demanding. Expert business management advice can establish a strong financial foundation, provide clarity to your current situation, and foster ideas for success and longevity.
• FP&A – business plans & financial forecasts and projections
• Business growth and profitability
• Project services (project planning, project management, and project fulfillment)
• Entity selection and restructuring
• Banking and lending relationships
• Business acquisition, mergers, sales, and succession
Money management is the key to financial freedom and shapes the character and quality of your future. Whether it’s managing personal wealth, preparing for significant life events, or running a small business, financial planning is essential to ensure a smooth road ahead.
• Personal finance
• Wealth tracking
• Retirement planning
• Performance overview
• Education and major expense planning
• Estate planning
Speak with an advisor
At Pavlatos & Louizos, we’re committed to providing excellent service for your personal or business financial goals. Please let us know how we can help!