Practice Areas

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What Owen Lyon & Associates, LLC Can Do For You

Accounting, Tax Preparation & Quickbooks Training in Lewisville & Gainesville, TX & Surrounding Areas

At Owen Lyon & Associates, LLC, we have decades (1997) of experience in our practice areas. Whether you require personal accounting assistance; tax preparation services; or preparation of important financial statements, we will work with you to ensure your documents are accurate and prepared in a timely manner. We also offer tax planning and tax return preparation; elder care accounting; pre-divorce planning consultations; and assist newly created non-profits with filing Form 1023, to obtain IRS recognition as a tax exempt organization.

Some of Our Areas of Practice Include
(but are not limited to)

QuickBooks Training, Online Accounting & Monthly Bookkeeping Services

Owen Lyon & Associates can tailor your QuickBooks training for your specific needs. Whether it is setting up your chart of accounts, invoicing, accounts payable, payroll, sales tax or setting up your inventory, we are here for you. We specialize in QuickBooks and can help you with all your needs.

Owen Lyon & Associates offers remote QuickBooks access allowing us to access your books, when you have an input question, need to run reports in QuickBooks or need accounting or tax preparation. We can also review your monthly bookkeeping to make sure your books are in order

If you would prefer for someone else to do your bookkeeping, Owen Lyon & Associates also offers this service monthly or quarterly.

Tax Planning & Tax Return Preparation

Owen Lyon & Associates provides a wide range of tax planning and preparation services for clients on a personal level and for businesses, both large and small. In addition to our years of experience in individual, partnership and corporate returns, our firm also practices in the areas of estate, trust taxation, and the complex compliance issues that are often associated with nonprofit organizations. Our team of professionals has extensive experience with respect to proactive planning, ensuring that your tax liability is properly managed and tax penalties are effectively avoided.

Business Accounting and Consulting

Whether your business is a small start-up venture or a larger and well-established company, our firm can assist you in developing accurate financial records; proactive tax planning strategies; managed growth and successful exit strategies for business owners. Ultimately, our mission is to train business owners to understand the ins and outs of basic accounting functions, and utilizing accurate financial report, as a management tool. We understand that every business is unique, and will work with you individually to find solutions that meet your specific needs.

IRS Representation

For many, working with the IRS can be an overwhelming task without the proper knowledge and experience. However, with our team of experienced CPAs and Enrolled Agents by your side, you will be able to navigate the otherwise-murky waters of working with the IRS. Our EAs and CPAs are well-versed when it comes to the procedures necessary to effectively resolve your federal tax matters.

Tax Considerations in Divorce

When it comes to structuring equitable settlements for the partners involved in a divorce, our team has years of experience advising clients. We consider all the potential tax implications of property settlements, recommending provisions that will ultimately minimize negative tax consequences typically associated with divorce settlements.

Tax & Accounting Services for Exempt Organizations

To learn more about our tax and accounting services, contact us today. We look forward to hearing from you.