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Expert Financial Guidance for a Brighter Future

For years, LWJM Professional Tax Services, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning. Payroll processing is also available. Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

Our team consists of experienced professionals, including Lynn M. Miller, EA, who serves as the Managing Partner, bringing over 15 years of experience in the financial and accounting industry. Jodi K. Miller-Hammes, ChFC, is our Partner, with 20+ years of financial planning experience. Karen Heit, our Office Manager, has been with the firm since 2000 and is experienced in all aspects of an Accounting Office.

Services

We provide a wide range of services to individuals and businesses, including tax management, accounting services, financial statements, financial planning, and payroll processing. Our team strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

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