Six ways we work with business owners and individuals, from monthly bookkeeping to succession planning, where every relationship starts with a real conversation about your goals.
Every service at Laciak Accountancy is handled by a CPA who knows your name and your numbers. You work with the same person all year, whether it’s a quick question or a decision that changes how your business is structured.
Start with one service and expand as needed. Plenty of clients come to us for a tax return, then hand over bookkeeping, planning, and eventually succession work.
Tell us what’s going on, whether it’s a messy set of books, a surprise tax bill, or a business you’re ready to hand over and we’ll point you to the right service.
Accurate, up-to-date bookkeeping and hands-on QuickBooks support so your financials are always audit-ready.
Proactive planning throughout the year, so filing season doesn’t come as a surprise.
Strategic guidance for owners who want an advisor involved in decisions before they become part of next year’s return.
Financial analysis and strategic guidance that helps you understand performance, manage cash flow, and plan what’s next.
Passing your business to family, a colleague, or an outside buyer is a major transition that deserves a plan.
Returns handled properly and wealth transferred the way you intend, from AICPA certified specialists.
However you reach us, whether it’s a single return or ongoing work, the start of the relationship looks the same.
We start by learning how your business actually runs and where things are getting stuck.
Before any work begins, you see exactly what’s included and what it costs, so the invoice isn’t a surprise later on.
We request records from your previous accountant, bring the books current, and set up the systems that we’ll share.
You are paired with the CPA who does your work, the same person you’ll reach out to all year long.
Straight answers to the questions business owners ask us most often.
We think you should understand your own numbers, not just sign where we tell you to. Our team takes the time to walk through what your financials actually mean and why we’re recommending a particular approach, so you’re making informed decisions, not just checking a box every April.
Not at all. Some clients come to us just for tax preparation, while others use us for ongoing advisory work throughout the year. We meet you where you’re at and can grow our relationship over time if your needs change.
Most of what we do can be handled remotely. Secure document sharing, SafeSend e-signing, and video meetings make it easy to work with us from anywhere. We continue to invest in secure, state-of-the-art technology so distance never gets in the way of personal, responsive service.
Yes. If you get a notice from the IRS or your state, don’t panic and don’t ignore it. Bring it to us, and we’ll explain what it means and handle the response for you. That’s exactly the kind of thing we’re here for.
Getting started is easy. Reach out through our Contact page or give us a call at (219) 864-7000, and we’ll set up an initial conversation to learn about your needs and how we can help.
Invoices can be paid securely online by card or ACH bank transfer. Choose the option that works best for you by going to our Pay Online page. If you have questions about a specific invoice, contact us at (219) 864-7000.
Our office sits on Washington Street in downtown Valpo, and it has been the base for this firm for more than 40 years. Clients across Northwest Indiana and Chicagoland stop in to sit down with their CPA, and you are always welcome to do the same.
For clients farther away, secure document sharing, SafeSend e-signing, and video meetings make it easy to work with us from anywhere. We continue to invest in secure, state-of-the-art technology so distance never gets in the way of personal, responsive service.
Whether you’re looking for bookkeeping, tax planning, or a business advisor who explains the “why,” we’re ready to talk about what your business actually needs.