Business Details
Trusted Accounting & Tax Services in Lilburn, GA
Herald & Haines has been providing quality, personalized financial guidance to individuals and businesses for years. Our expertise spans tax management, accounting services, and comprehensive financial planning, positioning us as a leading firm in the region. By combining our seasoned professionals' experience with a team-oriented approach, we ensure every client receives meticulous analysis and attention. Our commitment to high standards, experienced tax professionals, and strong work ethic have earned us a respected reputation in the business community. We specialize in making complex tax laws accessible, helping clients maximize deductions and credits while minimizing liabilities.Our services include strategic retirement planning, estate planning, business accounting, and IRS audit representation, tailored to meet each client's unique needs. With a focus on open communication and sound analysis, we help clients maintain financial viability in the present while proactively planning for future goals. Our dedication to timely, competent advice has resulted in a loyal client base that returns year after year.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
Payroll Processing
Business Advisory
Estate Planning
Retirement Planning
IRS Audit Representation
QuickBooks Support
Cryptocurrency Accounting
Highlights and features
- We offer personalized financial guidance with expertise in tax planning and accounting.
- Our team provides timely, competent advice for individuals and small businesses.
- We combine seasoned professionals with a client-focused approach to financial solutions.
- We specialize in navigating complex tax laws to maximize deductions and credits.
- We maintain a respected reputation through consistent, high-standard service delivery.
What people say
Leading firm
Personal attention
Professional
Responsive
Quality service
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team identifies all eligible deductions and credits to minimize liabilities while maximizing refunds. With expertise in complex tax scenarios, including cryptocurrency accounting and IRS audit representation, we deliver accurate, timely filings tailored to each client's unique financial situation.
Financial Planning
Our financial planning services help clients achieve long-term security through personalized strategies for retirement, estate planning, and wealth preservation. We analyze current financial status, develop customized budgets, and integrate tax-efficient solutions to meet both immediate needs and future goals. Specialized guidance includes Roth IRA conversions, social security optimization, and risk assessment for investment portfolios.
Business Advisory
We support small businesses with accounting, payroll processing, and strategic advisory services to improve cash flow and profitability. Our offerings include bookkeeping, financial forecasting, internal controls implementation, and entity structure optimization. We also provide outsourced CFO services and bank financing assistance to help businesses grow sustainably while maintaining compliance with tax obligations.
IRS Audit Representation
Our specialists handle IRS audit representation and tax debt resolution for individuals and businesses facing collection issues. We negotiate payment plans, offer-in-compromise settlements, and wage garnishment relief while ensuring compliance with tax codes. Services also include resolving payroll tax problems, lien releases, and innocent spouse relief claims through proven advocacy strategies.
Estate Planning
We create comprehensive estate plans to protect assets and ensure smooth wealth transfer across generations. Services include wills, trusts, gift tax strategies, and business succession planning while considering evolving tax laws. Our team collaborates with legal and investment professionals to develop customized solutions that align with clients' family needs and long-term financial objectives.
People
Debra Haines
Accountant
Debra Haines brings decades of accounting experience to Herald & Haines, specializing in tax compliance and financial strategy for individuals and small businesses in Georgia.
Teresa Knox
Accountant
Teresa Knox provides expert tax preparation and advisory services, leveraging extensive knowledge of IRS regulations and state tax requirements to optimize client financial outcomes.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial forecasting, and outsourced CFO services tailored to small business needs.
How can you help with IRS audit representation?
Our team handles IRS audits from start to finish, ensuring proper documentation and advocating for favorable resolutions.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks setup, training, and troubleshooting to optimize accounting processes for small businesses.
What estate planning services are available?
We offer wills, trusts, gift tax strategies, and business succession planning to protect your assets and legacy.
Can you assist with cryptocurrency tax reporting?
Yes, we specialize in cryptocurrency accounting and tax compliance for digital asset transactions.
