Lonetree Services

Chad Davis- Owner
Dr. Jim Davis- Consultant

3181 Serena Ave
Clovis, CA 93619
TOLL FREE: (866) 324-8926
FAX: (866) 755-1629

Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

Tax planning & return preparation
- Individuals (Pastors in full and part time ministry)
- Not-for-Profit Organizations
- Corporations
- Partnerships
- LLCs/LLPs
Taxing authority representation (audits)
Tax Strategy planning

Accounting Software (Quickbooks) Services

Quickbooks non-profit edition remains one of the best full service accounting software available when it comes to price and features offered. As Certified Quickbooks Proadvisors, we can help you keep your church or personal books with quickbooks, whether you are just beginning, or are a seasoned pro.

Sales
Training
Support (remote, on-site, phone)

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your church operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

General ledger & financial statement preparation
Bookkeeping (Monthly/Quarterly/Annual)
Accounting system setup for new churches
Computerized payroll services
Personal financial statements
Litigation support

Consulting Services

We can help your church or district identify areas negatively affecting the bottom line and growth and develop solutions. We provide comprehensive, flexible strategies that address the issues affecting your church. The following are just a few of the areas in which we provide consulting services: