We work best with clients that are looking to leverage our expertise to develop advanced, long-term strategies that protect the things they’ve spent a lifetime building while also generating additional growth in the areas they care about most.
Lange, Poteet & Co., L.L.P. is a full service certified public accounting firm that focuses on building long-term trusted relationships with clients to advise on tax planning and preparation, wealth transfer planning & accounting services. We pride ourselves on over 50 years of service for many of the original client families we serve. We partner with clients to fulfill their unique needs of today to preserve the future for generations that follow. This reputation has served us well, we pride ourselves on growing our firm’s client base on referrals alone.
Lange, Poteet & Co. is known for going above-and-beyond to meet our clients’ individual needs and for focusing on quality over quantity. Our long-term personal commitment to our clientele is evidenced through our client relationships that have lasted decades— in many cases, through multiple family generations. We continue to grow by word-of-mouth and professional referrals alone, as 100% of our client base is from existing client referrals and recommendations from well-established institutions throughout our community.
We strive to live up to our reputation of personalized, high-quality service that fosters a strong relationship between our staff and our clientele.
Our firm offers a wide range of services to our individual and business clients. As a smaller established firm, we specialize in taking a tailored approach when it comes to meeting our clients’ needs.
Tax preparation is not just a once-a-year transaction, but a year-round relationship. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. We strive to keep current on federal and state laws and regulations, which provides opportunities for tax planning and projections. Our services include, but are not limited to:
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Our clients have worked hard to earn their wealth; we work hard to preserve it. Estate and gift tax planning are crucial to ensuring your assets are protected. Effective planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
A strong business strategy is the keystone to any successful business. Let our expertise help your business grow and allow you to focus on what you do best. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
We know there are many complexities in a business deal. We have built an experienced network of professionals in related industries that we trust to advise our clients. Our goal is to ensure a seamless arrangement of services across varying areas of expertise.
Accurate Financial Statements are a snapshot of a company’s financial position and provide vital information. Producing financial information to our clients in a timely and accurate manner is a commitment that we don’t compromise on. Meaningful, well-organized financial records ensure that your business operations will run more efficiently. General ledger & financial statement preparation
Profitable businesses can still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.
