Financial management shouldn’t be another open tab running in the background. Delegating to a trusted professional means you can officially close that tab, knowing it’s being handled accurately, professionally, and with care.
From bookkeeping and payroll to tax preparation and notary services, we offer practical solutions that keep things simple. Spend less time managing the details and more time moving toward your financial goals.
Helping you stay organized, meet your obligations, and make sense of the numbers along the way.
Your books should do more than keep you prepared for tax time. They tell you a story about your financial position – what your cash flow looks like, your financial strengths and weaknesses, and whether your business can support a new employee, equipment purchase, expansion, or other investment.
Accurate and up-to-date books provide you with the information you need to make informed financial decisions. Whether you’ve fallen way behind, are just getting started, or need ongoing support, Lotus will meet you where you are.
From employee changes and required documents to payroll setup and processing, we take the wheel and keep everything moving on schedule. We offer flexible in-house payroll services, along with options through ADP, Gusto, and other payroll platforms.
Lotus handles employee and contractor setup, payroll processing, payroll tax payments, and required quarterly and annual filings.
Taxes aren’t one-size-fits-all. Your income, family, investments, business activity, and life changes can all affect your return and the decisions you make throughout the year. We take the time to understand your individual situation, identify the deductions and credits that apply to you, and prepare your return accurately and in compliance with applicable tax requirements.
Whether you’re filing a straightforward individual return or navigating business income, estimated tax payments, investments, capital gains and losses, or other unique circumstances, we’ll help you understand how the pieces come together and what they mean for you.
We make notarization easy with convenient options designed to work around your schedule. Whether you need a single signature notarized or have multiple documents that need attention, you can choose the service option that works best for you.
Schedule an appointment at our Fort Myers office, have a mobile notary come to you, or complete your notarization online from virtually anywhere. From everyday documents to time-sensitive matters, we’ll help you get it done accurately, professionally, and with care.
Tax preparation, notary services, and guidance for the financial matters that come with everyday life.
Bookkeeping, payroll, tax preparation, and ongoing support as your business operates and grows.
From business registration and EIN applications to sales tax setup and bookkeeping, we help put the essentials in place from the start.
Clients can conveniently upload documents, exchange information, and access files through our secure online portal.
Complete the contact form and we’ll follow up to discuss your situation and how Lotus Bookkeeping can help you move forward.