Introducing Lotus Financial Services: Your reliable partner for financial guidance and success.
Since 1988, Lotus Financial Services has been proudly serving Park City businesses and individuals with personalized accounting, tax, and financial planning services. Led by James L. Druffner, a certified public accountant and certified financial planner, our team has extensive experience in navigating complex financial situations and helping clients achieve their goals.
Our Philosophy
At Lotus Financial Services, we understand the challenges faced by small and growing businesses. We believe in providing personalized attention, affordable services, and straightforward communication. Our dedicated professionals work closely with clients to understand their unique needs and develop tailored solutions. We are committed to empowering our clients through financial education and proactive planning, helping them make informed financial decisions for the future.
1. Comprehensive Financial Life Planning
- Goal setting and financial analysis
- Investment planning and wealth management
- Retirement planning and estate planning
- Insurance review and risk management
2. Accounting & Business Structuring
- Bookkeeping and accounting systems
- Business entity selection and formation
- Loan application and negotiation
- Financial projections and budgeting
- Cost control and profitability analysis
3. Taxes
- Tax return preparation for individuals and businesses
- Tax planning and compliance consulting
- Penalty and audit defense
- International tax expertise
4. Payroll Services
- Accurate and timely payroll processing
- Automated tax filing
- Compliance with state and federal regulations
- Employee benefits management
Why Choose Lotus Financial Services?
- Personalized Attention: We take the time to understand your unique needs and goals.
- Affordable Services: We offer competitive rates and transparent billing.
- Experienced Team: Our professionals have extensive knowledge and expertise in their fields.
- Client-Focused Approach: We are dedicated to providing exceptional client experiences and building strong relationships.
Contact Us Today
Let us be your trusted partner in achieving financial success. Contact us to schedule a consultation and discuss your financial goals with one of our experienced professionals.
Overall Experience
The reviews show a mix of extremely satisfied and extremely dissatisfied customers.
Positive Experiences
- Jim, an accountant at Lotus Financial Services, received high praise from Jared Briggs, who commended him for his expertise in reducing tax burdens and providing valuable investment advice.
Negative Experiences
- Mark Groenig had a terrible experience with Brandon, an accountant at Lotus Financial Services, describing him as incompetent and unaccountable.
- Bruce B. warned others to beware of the company, citing a poor experience with an investment scheme that underperformed and ultimately led to him and his wife being "fired" as clients by the CPA company owner.
Be the first to review Druffner James L CPA.
Write a Review
