Our mission is to simplify the tax and accounting processes for our clients. We understand that accounting and taxes can be complicated and stressful, which is why we are committed to providing reliable tax and accounting services to individuals, trusts & estates, small businesses, and professional gamblers. Our goal is to help our clients achieve their objectives while we focus on their accounting, tax compliance, and financial strategy needs.
Meet the Team
Preston, CPA
Preston, CPA
Preston, CPA
Preston is a native of Cumming, GA. He graduated with his BBA in Accounting from Kennesaw State University and MBA from Georgia Institute of Technology. Preston started his career with one of the largest international accounting firms and later became the CFO of a small family owned business. He is now the owner of Lucas Accounting, Assur
Preston is a native of Cumming, GA. He graduated with his BBA in Accounting from Kennesaw State University and MBA from Georgia Institute of Technology. Preston started his career with one of the largest international accounting firms and later became the CFO of a small family owned business. He is now the owner of Lucas Accounting, Assurance & Tax. Preston is dedicated to providing comprehensive accounting services, personalized tax advice, and strategic planning to help businesses and individuals achieve their financial goals.
Kelly, CPA
Preston, CPA
Preston, CPA
Kelly is a native of Roswell, Georgia. She now resides in Cumming. Kelly's experience includes bookkeeping, preparation of financial statements, corporate and individual tax preparation, auditing and computer training in both for-profit and non-profit entities. She is a member of the Georgia Society of CPA's.
Stacey
Stacey
Stacey
Stacey is a native of Lilburn, Georgia. She now resides in Cumming with her children. She graduated cum laude with her BBA in accounting and management from North Georgia College and State University. She has worked in public accounting for over 20 years. Her experience includes tax preparation, financial statements, payroll, sales tax, bookkeeping, and non-profit reporting.
Steve
Stacey
Stacey
Steve is a native of Ohio. Steve has lived in Cumming since 1996. He was formerly a corporate accountant and is an expert in analyzing brokerage statements. His experience includes tax preparation, financial statements, payroll, sales tax, bookkeeping, and non-profit reporting.
Expert Tax and Accounting Services
Individual Tax Preparation
Individual Tax Preparation
Individual Tax Preparation
Our individual tax preparation services are designed to help you file your taxes accurately and on time. We work with you to ensure that you're taking advantage of all available tax benefits and deductions, helping you maximize your savings.
Business Tax Preparation
Individual Tax Preparation
Individual Tax Preparation
Our business tax preparation services ensure that your taxes are filed accurately and in a timely manner. We work with businesses of all sizes and types, helping you navigate complex tax laws and regulations to minimize your tax liabilities.
Professional Gamblers
Individual Tax Preparation
Professional Gamblers
We offer specialized tax services for professional gamblers. Don't gamble with the IRS! We have a proven track record with helping professional gamblers. We can assist with the professional versus amateur classification, federal taxation for non-U.S. citizens, FBAR reporting, cryptocurrency, 1099s, 1042-S, W-2Gs, and more.
Problem Resolution
Bookkeeping and Accounting
Professional Gamblers
If you're facing an IRS audit or other tax-related issue, we can help. Our team has extensive experience representing individuals and businesses in front of the IRS and can help you navigate the process with confidence.
Bookkeeping and Accounting
Bookkeeping and Accounting
Bookkeeping and Accounting
Our bookkeeping and accounting services help you stay organized and on top of your finances. We provide comprehensive financial reporting and analysis, giving you the insights you need to make informed decisions.
Payroll Services
Bookkeeping and Accounting
Bookkeeping and Accounting
Our payroll services make it easy to manage your payroll and stay compliant with federal and state regulations. We handle all payroll processing, tax withholdings, and reporting, giving you more time to focus on running your business.
Fee Schedule
Hourly Rates
Our firm offers comprehensive bookkeeping, accounting, tax, and financial services tailored to meet the diverse needs of our clients. Our fees reflect the time spent, complexity of the engagement, level of expertise required, and research of uncommon tax situations. To optimize your total fees, we deploy a range of staff members for specific services. Our rates are as follows:
Certified Public Accountant
$200/hour
Staff Accountant Rate
$125/hour
Administrative Assistant Rate
$75/hour
Income Tax Preparation
The hourly rates above are factored in with these minimums for the total return cost. We provide the following for every income tax return prepared: electronic filing of federal and state income tax returns; an instruction letter with recommended estimated tax payments, if necessary; electronic format of the federal and state tax returns; individualized tax organizer sent each year in early January; and K-1s for all Partners/Members, if applicable.
Individual Income Tax Returns
$650 minimum
Corporation and Partnership Returns
$900 minimum
Trusts and Estates
$900 minimum
Other Miscellaneous Fees
Automatic extension of time to file
$75
Does not include calculating balance due
Extension of time to file
See hourly rates
With CPA calculation of balance due
Paper copies of tax returns
$125
Emailing electronic copies of returns already provided
$25
Reprocessing tax returns
See hourly rates
Amended brokerage statements, amended K-1s, missing tax documents, etc.
Tax Planning and Other Professional Reports
See hourly rates
Foreign Bank Account Report (FBAR)
$225 minimum
Personal Property Tax Returns
$250 minimum
Gift Tax Returns
$600 minimum
Children Returns for Existing Clients
$300 minimum
Quarterly Payroll Tax Returns
$200 minimum
Form 1099/1096
$175 minimum
A part-year state return adds complexity because income and expenses are allocated between resident states, even if you have
moved from a state that does not require income tax returns. For any State return other than Georgia, there is an additional cost of
$100 added to our minimum fees.
Sign up for updates
Sign up to hear from us about bookkeeping and tax tips
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.