lockhartproservices.com

Welcome to Lockhart Professional Services. We are here to help!

Please select the appointment type to make a booking. Please note there is an $80 cancellation fee if appointments are not cancelled or re-scheduled at least 24 hours in advance.

Free Initial Consultation

Free Initial Consultation: Debt and Wealth Management for Working Families

Lockhart Professional Services will organize records, pay bills, provide cash forecasts, and keeps track of necessary financial details for individuals that are too busy, travel extensively, may be infirm, or want to offload the drudgery associated with managing their finances.

(15 minutes)

Free Initial Consultation: Business Services

From bookkeeping and payroll to taxes and licensing, we have you covered. Come in today and see how we can assist you.

(15 minutes)

Free Initial Consultation: Tax Interview

This appointment is for initial questions regarding personal tax returns and document drop-off.

This is not at tax planning appointment

(15 minutes)

Tax

Tax: Tax/Estate/ Business Consultation

There are a lot of changes to the tax code this year. Make sure that you are not surprised in 2019 by reviewing how the changes will affect you or your business.

(1 hour)
$ 215.00

Tax: Tax Return Follow-up

This appointment is for tax return follow-up.

This appointment is not for tax planning.

(15 minutes)

Tax: Succession Planning

Are you close to retiring?

Having a solid Succession Plan and Exist strategy is essential for the long term success of your business and family finances. It reduces family tension and instills customer confidence.

We assist business owners and moderate to high wealth families develop exist strategies, create instructional documents, minimize estate and gift taxes, create family charters, and so much more. Our full package costs $3,000.00

(1 hour)
$ 215.00

Business

Business: Check-Up

Businesses are encouraged to check-in with a Junior Associate at least once per year to make sure that their tax rates and employment policies are updated.

(30 minutes)
$ 40.50

Business: Formation Services

It really comes down to finding a consultant that will not only tell you what to do but help you do it as well: you need someone on your team that will help execute your plan into action saving you money, time and aggravation.

Prices start at $500 and include operating or partnership agreements, fiscal policies, licensing document preparation and more.

(2 hours and 45 minutes)
$ 500.00

Business: Accounts & Payroll Setup

Do not wait until the IRS is knocking on your door. Let us help you set up your bookkeeping records and payroll.

If the price tag looks scary, please see our Specials Programs and Discounts. You may be eligible to receive assistance.

The combined packages start at $800.

(4 hours)
$ 800.00

Business: Tax Class from the Pros

Do you need have a particular tax question about your business? Do you want to learn how to complete your state combined excise return? Do you need help understanding how much to withhold for your income and self-employment taxes?

Our professionals are happy to teach you how to self-prepare your taxes, or even to just look over your documents before you file.

(30 minutes)
$ 40.50

Business: Compliance and Human Resources

Lockhart Professional Services excels at helping companies resolve critical issues, particularly those with a regulatory dimension. Our professionals have unparalleled regulatory credibility and insight, and we provide our clients with frank, proactive advice informed by best practices and regulatory expectations.

(1 hour)
$ 81.00

Business: Social Media Marketing

We work with you to learn and capture your voice and vision, so your Facebook followers feel like they are connecting with you directly. We can also write compelling sales content for Email Campaigns, White Papers, Craigslist, LinkedIn, Google+ and Blog Posts.

Monthly Packages start at $250 per month.

(1 hour)
$ 81.00

Business: Financial Planning

We can help with capital acquisition and operating budgets. We will create and execute capital acquisition plans. We will provide the necessary small business financial consulting by being your Acting CFO when you cannot afford one full time

(1 hour)
$ 215.00

Business: Business Valuation Services

Whether you are looking for financing, to sell your business, or just want to know, it is important to obtain business valuation from an independent third party and not your normal accountant.

Our business valuation packages start at $1,500.00. We will review your assets, finances, cash flow, and business practices. We will also analyze your data to point out areas that could use improvements.

(1 hour)
$ 215.00

Business: Website Design and Development

These days, a website is just not enough. If you want your business to get noticed online, you need to have some solid strategies in place to back you up. At Lockhart Professional Services, we use results-driven internet marketing strategies. We also provide all the tools necessary to help grow your business online, starting with how you reach potential customers.

We build profitable websites to generate more revenue and qualified leads. Prices start at $300.

(1 hour)
$ 81.00

Personal Services

Personal Services: College Planning and Financing

From college selection, applications, and financing, we will help you every step of the way.

We can proudly state that our clients usually receive $25,000 – $200,000 grants and scholarships.

(1 hour)
$ 55.00

Personal Services: Student Loan Assistance

Whether you’re looking for quick answers to your student loan questions or a full game plan for your finances and student debt, count on us for unbiased guidance.

(1 hour)
$ 30.00

Personal Services: Credit Counseling

Financial troubles can add stress and worry to your life and sometimes you need quality credit counseling help. We can assist you with finding a solution to get on the right path. Our certified credit counselors are here to help you regain control, establish a workable budget and provide you with the tools and knowledge to reach your financial goals.

(1 hour)
$ 30.00

Personal Services: Debt Management Planning

We will assist you in clearing your credit report of errors and repair bad credit through debt management plans designed to get you out of debt as quickly as possible.

(1 hour)
$ 40.00

Personal Services: Wealth Management Consulting

Through a unique in-depth evaluation of your personal and professional finances, goals, and estate plan, we develop a specific plan of implementation that allows you to minimize your taxes, protect your assets, and build lasting wealth, not only for yourself, but for future generations.

(1 hour)
$ 215.00

Phone Support

Phone Support: Conference Call Appointment

Can’t make it to our office? No problem. Please click here to book a conference call with our staff. Please then send an email to Support@lockhartproservices.com and let us know which type of appointment you require so we can book you with the correct staff member.

(30 minutes)

Phone Support: IT Assistance

Are you having trouble registering your portal or locating documents? Our support staff are happy to walk you through your portal or provide screen share support.

(15 minutes)