We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Entrepreneurs and small business owners with company revenue from $500k - $5m who want a proactive accounting and tax advising firm that specializes in tax optimization. Rather than the traditional accountants that are hard to get in contact with, and simply tell their clients "here's your tax bill for the year" during tax time.
Clients who wouldNOTbe a good fit
Clients that are only looking for tax preparation services once a year -- not the services I offer. My firm specializes in long-term relationships and multi-year execution of custom tax optimization strategies.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
Ryan Lombardo Accounting & Tax Advising LLC's Tech Stack
About Ryan Lombardo Accounting & Tax Advising LLC
My firm handles all accounting, bookkeeping, and tax-related tasks for entrepreneurs with the core mission of getting their tax bill as close to zero as possible.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.