Monthly & Quarterly recordkeeping
Budgeting and cash flow planning
Financial analysis and performance benchmarking
End-of-year tax-ready reports
🧾 Tax Preparation & Planning
Individual and business tax return prep (Schedule F, 1040, etc.)
Tax projections and planning
Year-round support for questions and updates
📘 Consulting & Advising
Farm succession planning
Entity setup guidance (LLC, S-Corp, etc.)
Business transition services
Strategic planning
📉 Payroll Services
Full-service payroll processing
Payroll tax filings
W-2 and 1099 prep
Lakeshore Farm Management
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