BENN & LEMAN CPAS
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​BENN & LEMAN CPAs

Our firm provides a wide range of services to, both, our individual and business clientele.  Being that our firm is relatively small, our clients benefit by getting personalized and quality service. 

Our primary goals in offering these services include assisting in the operation of successful and financially responsible businesses, planning for the future, and growing family wealth.  By providing valuable advice needed to make informed financial decisions we hope to reduce client anxiety and make our very complicated world somewhat less complicated.  We also strive to identify and create new opportunities for clients, take a personal interest in their success and help clients achieve their goals.

Our approach is to provide clients with some perspective that may be missing in their personal financial lives and business operations.  Our services require by their nature; collaboration with our clients, who are most appreciative when our joint efforts identifiy areas for company improvement, strategies to enchance financial positions, and advice on how to interpret tax laws to benefit tax outcome.

Below are services that we offer to our clients, but please feel free to inquire about services that you do not see listed below.



Accounting Services


  • General ledger & financial statement preparation
  • Bookkeeping (monthly/quarterly/annually)
  • Accounting system setup for new businesses
  • Personal financial statements
  • QuickBooks Services - setup, training

Tax Services


Tax planning & return preparation:
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Assistance with audits by the IRS and other governmental organizations.

Audits, Reviews & Compilations


  • Audit - an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use

Financial & Business Advisory Services


  • Assisting with the start-up of a business
  • Business Valuations
  • Buy-sell agreements
  • Buying & selling of a business
  • Estate, trust & gift planning
  • Assisting trustees and executors
  • Financial & retirement decisions
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