Business Details
25 Years
experience
Your Trusted Partner for Accounting Solutions in New Orleans
At Estess & Associates, we treat clients like family and approach accounting differently. With over 20 years of experience serving small and medium-sized businesses in the greater New Orleans area, we specialize in bookkeeping, payroll, QuickBooks, and tax services tailored to individual needs. Our team of certified professionals combines the expertise of larger firms with personalized service, leveraging cloud-based systems for streamlined processes.We prioritize proactive tax planning, financial stewardship, and building long-term relationships through transparency and accountability. Our mission is to help businesses maximize profits while minimizing accounting stress, ensuring clients can focus on core operations with confidence.
Services
Bookkeeping
Payroll Services
Accounting
Tax Services
QuickBooks Assistance
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in local accounting and tax services.
- Our cloud-based systems ensure real-time financial tracking and accuracy.
- We provide proactive tax planning to reduce year-round liabilities.
- Our team includes certified CPAs and Enrolled Agents for specialized expertise.
- We prioritize personalized service with direct communication from owners.
Associations and certifications
- Certified Public Accountants
- QuickBooks ProAdvisor
What people say
Best CPA I've worked with
Knowledgeable about tax laws
Easy to work with
Proactive support
Personalized service
Services
Bookkeeping
Accurate bookkeeping ensures long-term business success by organizing financial transactions and tracking expenses. Our team manages day-to-day tasks, from balance sheets to general ledgers, allowing clients to focus on growth. With meticulous attention to detail, we provide timely reports that empower data-driven decisions for startups and established businesses alike.
Payroll Services
Our Complete Payroll Service handles direct deposits, tax filings, and compliance reporting for businesses across all 50 states. We streamline payroll processing through computerized systems, reducing administrative burdens while ensuring accuracy in W-2s, 941s, and state unemployment reports. Clients benefit from cost-effective solutions tailored to their payroll complexity.
Tax Services
We offer comprehensive tax preparation and year-round planning for federal, state, and local obligations. Our proactive approach includes mid-year reviews to optimize deductions and minimize liabilities. From corporate tax returns to sales tax compliance, our CPAs ensure businesses stay ahead of deadlines while maximizing savings through strategic planning.
QuickBooks Assistance
As certified QuickBooks ProAdvisors, we help businesses implement and optimize QuickBooks for efficient financial management. Our services include software setup, training, and troubleshooting to unlock features like real-time reporting and automated workflows. We ensure accurate data entry and system customization to align with specific business needs.
Financial Statements
We prepare monthly financial statements, including balance sheets and income statements, to provide clear insights into business performance. Our reviews ensure data integrity for stakeholders, while compilations organize management-provided information for internal use. These services support strategic decision-making and regulatory compliance for growing businesses.
People
John M. Estess
Owner
John Estess, CPA, founded Estess & Associates in 2001 after working in banking and governmental accounting. He specializes in tax planning and small business advisory, leveraging 25+ years of experience. Active in local business groups, he prioritizes stewardship and client relationships.
Lori P. Estess
Owner
Lori Estess, co-owner, brings 16 years of administrative and accounting experience from the oilfield industry. She manages operations for both offices, focusing on client satisfaction and efficient service delivery. Her expertise ensures seamless administrative and financial coordination.
Kyna Larousse
Senior Accounting Manager
Kyna Larousse, CPA, oversees complex accounting tasks at the Luling office. With specialized knowledge in financial reporting, she ensures accuracy in client deliverables. Her analytical approach supports businesses in maintaining compliant and organized records.
Andrew Mulino
Accounting Manager
Andrew Mulino manages accounting operations, focusing on tax compliance and business advisory. His expertise in regulatory requirements helps clients navigate complex financial landscapes while maintaining proactive planning strategies.
Ashley Boudreaux
Enrolled Agent
Ashley Boudreaux, EA, specializes in tax resolution and compliance. Her deep understanding of federal and state tax codes ensures clients receive accurate filings and strategic planning advice for long-term savings.
Questions
What documents do I need for my first appointment?
Business clients need 2 years of financial statements, tax returns, and legal documents. Individuals should bring tax returns, financial statements, and investment records.
How can I reduce my tax liability?
Schedule a consultation to review deductions, credits, and year-round planning strategies tailored to your financial situation.
What business entity should I choose?
We evaluate your industry, longevity, and goals during tax preparation to recommend the optimal entity structure.
How much salary should S Corp owners take?
We analyze profitability and industry standards monthly to determine reasonable compensation aligned with tax compliance.
Do you offer QuickBooks training?
Yes, our certified ProAdvisors provide setup, training, and optimization to maximize QuickBooks' capabilities for your business.
