Business Details
26 Years
experience
Trusted Tax and Accounting Services in Lafayette
Finerpoints Accounting has been delivering personalized financial guidance since 2000, combining over 30 years of collective experience with a commitment to breaking the stereotype of traditional accounting firms. Our services span individual and business tax preparation, bookkeeping, payroll management, college financial planning, and divorce mediation, all tailored to maximize client financial benefits. We prioritize a home office environment that fosters comfort and security while maintaining the professionalism of larger firms without the associated costs.Our team, led by Certified Public Accountant Pam Ortega, specializes in simplifying complex tax processes and offering midyear tax clinics to ensure clients stay informed. With a focus on small businesses and non-profits, we emphasize long-term client relationships, as evidenced by testimonials highlighting our proactive approach and personalized service. Our expertise extends to Quickbooks software, financial statement preparation, and IRS representation, ensuring comprehensive support for diverse financial needs.
Services
Tax Preparation
Bookkeeping
Payroll Services
College Financial Planning
Divorce Mediation
Details
- Year established: 2000
Highlights and features
- We offer 20+ years of experience in tax and accounting services.
- Our team includes a Certified Public Accountant and Divorce Financial Analyst.
- We provide personalized service with competitive pricing.
- We specialize in Quickbooks software for efficient bookkeeping.
- We maintain IRS compliance and offer audit representation services.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Divorce Financial Analyst (CDFA)
What people say
Highly recommend
Diligent, quick, responsible
Anticipate what you need
Tremendous relief
Professionalism with personality
Services
Tax Preparation
We prepare individual, business, and non-profit tax returns with expertise in maximizing refunds and ensuring compliance. Our CPAs stay updated on tax law changes to provide accurate filings for complex situations, including quarterly reports and EFTPS submissions. Clients benefit from personalized guidance to navigate deductions and avoid common pitfalls.
Bookkeeping
Our Quickbooks-certified professionals manage bookkeeping for businesses of all sizes, offering both desktop and online solutions. Services include adjusted trial balances, fixed asset management, and cash flow analysis to maintain organized financial records that support tax preparation and business growth strategies.
Payroll Services
We handle payroll processing for companies with 1-100 employees, including tax reporting, direct deposits, and compliance documentation. Our three service tiers accommodate manual processing, comprehensive management, or online self-service options while maintaining accurate records for W-2 and 1099 filings.
Divorce Mediation
Certified Divorce Financial Analyst Pam Ortega provides mediation services to navigate financial aspects of divorce. We prepare legal documents, negotiate settlements, and collaborate with attorneys to reduce costs while addressing asset division, alimony, and child support arrangements tailored to individual circumstances.
College Financial Planning
We develop customized strategies for families to save and budget for college expenses, whether planning years in advance or managing immediate costs. Our guidance helps optimize financial resources while balancing other financial goals through personalized consultation and budgeting tools.
People
Pam Ortega
CPA, CDFA
Certified Public Accountant since 2003 with specialized training in divorce financial analysis. B.S. in Accounting from Metropolitan State College. Offers midyear tax clinics and leverages 20+ years of experience to provide personalized financial solutions for individuals and small businesses.
Questions
What tax services do you offer for small businesses?
We prepare business tax returns for all entity types, including LLCs, S-corps, and C-corps. Our services include quarterly filings, EFTPS deposits, and IRS representation to ensure compliance with federal and state regulations.
How can your payroll services save me money?
Our scalable solutions cost less than ADP or banks while providing direct deposit, tax reporting, and detailed employee accrual reports. We offer three service tiers to match your business size and complexity.
Do you handle non-profit tax requirements?
Yes, we specialize in non-profit tax preparation and compliance, including Form 990 filings and guidance on maintaining tax-exempt status while maximizing available deductions.
What makes your divorce mediation service unique?
As a Certified Divorce Financial Analyst, we address complex financial aspects of divorce, creating tailored separation agreements while collaborating with legal teams to reduce overall costs for clients.
Can you help with Quickbooks setup and training?
We offer Quickbooks setup, cleanup, and ongoing support for both desktop and online versions, including customized training to help business owners maintain accurate financial records between professional reviews.
