Lacey A. Riley, CPA, P.C.
Boutique certified public accounting firm specializing in strategic tax and financial planning for successful business owners and high net worth individuals.
About
Lacey A. Riley CPA, P.C. is a boutique certified public accounting firm that specializes in strategic tax and financial planning services for successful business owners and high net worth individuals.
With our specialized focus on planning rather than preparation services, we are able to spend more time helping our clients grow and keep their wealth. Through a unique blend of experience, technical knowledge and personalized service, we help successful entrepreneurs, emerging businesses and their owners achieve their financial goals. We Serve the Following Clients: Small to Middle Market Private Companies, Emerging/High Growth Enterprises, High Net Worth Families and Individuals, Ordained Ministers, Real Estate Developers, Real Estate Investors, Physician Owned Medical Practices, Tech Startups, Church and Non-profit Organizations. We Possess Specialized Expertise in the Following Industries: Small to Middle Market Private Companies, Emerging/High Growth Enterprises, High Net Worth Families and Individuals, Ordained Ministers, Real Estate Developers, Real Estate Investors, Physician Owned Medical Practices, Tech Startups, Church and Non-profit Organizations.
Services
Real Estate Investment Strategies
Cost Segregation, Like-kind Exchange, Opportunity Zones
Maximizing Retirement Plans
Roth IRA Conversions, Self-Directed IRAs, Retirement Plans for Business Owners
Business Owner Tax Strategies
Choice of Entity, Home Office and Vehicle Deductions, S-Corporation Compensation Planning, Qualified Business Income Deduction, And more
