LPB Tax & Accounting Services

Our Services

Tax preparation, sales tax compliance, tax resolution, and ecommerce accounting - all led by a CPA, Enrolled Agent, and Master of Taxation.

Tax Preparation

"I catch what software misses."

Tax software follows rules. A CPA applies judgment. There's a meaningful difference - and it shows up in your refund, your audit risk, and your long-term tax position.

LPB Tax & Accounting Services prepares individual and business tax returns with a focus on accuracy, deduction optimization, and strategic positioning. Every return is reviewed by Nicolette Yearde, CPA, EA, MTax - not delegated to software or junior staff.

What's Included

  • Individual tax returns (Form 1040 and all schedules)
  • Business returns: Sole Proprietorship, LLC, S-Corp, Partnership
  • Deduction optimization - finding what software misses
  • QBI (Qualified Business Income) deduction strategy
  • OBBB provisions and 2026 tax law changes
  • Audit risk reduction and documentation review
  • Multi-state returns
  • Self-employment tax planning
  • Quarterly estimated tax calculations

Ideal For

Individuals who want a CPA reviewing their return, not just software. Small business owners navigating entity elections, self-employment tax, and compliance. Anyone with a side business, investments, multiple states, or a complex tax situation.

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Individual Returns

Form 1040 with all applicable schedules. W-2 income, investment income, rental income, retirement distributions, and more.

Business Returns

Schedule C (Sole Proprietor), Form 1120-S (S-Corp), Form 1065 (Partnership). Entity coordination and K-1 integration included.

CPA Tax Review - $47

Already prepared your return? Get a CPA to review it before you file. Line-by-line accuracy check, deduction review, and written summary of findings.

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Nexus Analysis

Determine where you have sales tax obligations based on economic nexus thresholds and physical presence.

State Registrations

Register your business for sales tax collection in every state where you have nexus.

Return Filing

Monthly, quarterly, and annual sales tax returns filed accurately and on time.

Voluntary Disclosure

Proactively address past non-compliance through state VDA programs - often with penalty reduction.

Audit Defense

Representation during state sales tax audits. We handle the correspondence and protect your interests.

Notice Resolution

Received a notice from a state tax authority? We resolve it.

Sales Tax Compliance

"You sell. I keep you compliant."

Sales tax is one of the most overlooked compliance risks for ecommerce sellers. After the South Dakota v. Wayfair decision, economic nexus rules mean you may owe sales tax in states where you've never set foot.

LPB Tax & Accounting Services provides full-service sales tax compliance for ecommerce and multi-state businesses - from initial nexus analysis through ongoing filing, audit defense, and notice resolution.

Platforms We Serve

Ecommerce platforms:

ShopifyAmazonEtsyeBayWooCommerceBigCommerce

Business types:

RetailersManufacturersWholesalers
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Tax Resolution

"Federally authorized representation before the IRS and state agencies."

An IRS notice or state tax problem doesn't have to derail your life. As both a CPA and Enrolled Agent, Nicolette Yearde is federally authorized to represent taxpayers before the IRS, handling correspondence, negotiations, and hearings directly.

Whether you have back taxes, unfiled returns, or a wage garnishment, LPB Tax & Accounting Services works to resolve your tax problem with a clear strategy and direct communication throughout the process.

Resolution Services

  • Back taxes: IRS and state
  • Unfiled returns: getting current without penalties
  • IRS payment plans (Installment Agreements)
  • Penalty abatement: first-time and reasonable cause
  • Wage garnishment release
  • Bank levy release
  • Offer in Compromise (OIC) evaluation
  • Currently Not Collectible (CNC) status
  • State tax disputes and appeals
  • IRS notice response and audit representation
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Why Representation Matters

The IRS has trained professionals on their side. You should too. As an Enrolled Agent and CPA, Nicolette can speak directly with the IRS on your behalf. You do not have to handle stressful calls or correspondence alone.

Direct IRS representation, no referrals
Clear strategy before any work begins
Transparent communication throughout
State tax authority representation
20+ years of real-world tax experience

Federally Authorized Tax Practitioner

Enrolled Agents are licensed by the U.S. Department of the Treasury and have unlimited practice rights before the IRS.

Monthly Bookkeeping

Categorized transactions, reconciled accounts, and clean books every month.

Inventory Accounting

COGS tracking, inventory valuation, and cost of goods reconciliation for product-based sellers.

1099-K Reconciliation

Reconcile platform payouts with your bank deposits. Ensure accurate gross receipts reporting.

Financial Reporting

Profit & loss statements, balance sheets, and cash flow reports built for online sellers.

Platform Integration

Works with Shopify, Amazon, Etsy, eBay, WooCommerce, and BigCommerce data exports.

Tax-Ready Books

Books prepared with tax filing in mind, so there are no surprises at year-end.

Ecommerce Accounting

"Clean books. Accurate reporting."

Ecommerce accounting is not the same as general bookkeeping. Platform fees, payment processor payouts, inventory costs, and multi-state sales tax all require specialized handling.

LPB Tax & Accounting Services provides monthly bookkeeping and financial reporting built specifically for online sellers, so you know your numbers, your margins, and your tax position throughout the year.

Bookkeeping + Tax Preparation Together

When your bookkeeper and your CPA are the same firm, nothing gets lost in translation. LPB Tax & Accounting Services can handle both, ensuring your books are prepared with your tax return in mind.

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Not Sure Which Service You Need?

Book a free 15-minute consultation. We'll talk through your situation and recommend the right path forward.

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