Lockey Pierce Cpas

Our Vision

At Lockey & Pierce, CPAs LLC, we believe in empowering individuals and businesses to achieve financial security and success through personalized financial guidance and tailored solutions. We are dedicated to fostering lasting client relationships and providing exceptional service through professionalism, responsiveness, and quality.

Our Values

Our firm operates on three core values:

• Professionalism: We maintain the highest ethical standards and deliver services with precision and attention to detail.
• Responsiveness: We value clear communication and timely responsiveness to client inquiries and concerns.
• Quality: We strive for excellence in everything we do, continuously improving our knowledge and skills.

Services for Individuals

Our personalized financial planning services for individuals include:

• Personal Financial Planning: Establishing financial goals, creating budgets, and developing investment strategies.
• Retirement Planning: Maximizing retirement accounts, planning for distributions, and ensuring adequate funding for your golden years.
• Estate Planning: Creating trusts, wills, and power of attorney documents to safeguard your legacy.
• Wealth Management: Comprehensive review and management of your investments for optimal growth and security.

Services for Businesses

We offer comprehensive business solutions to empower your financial success:

• Small Business Accounting: Efficient bookkeeping services to maintain financial records and track performance.
• Payroll Services: Streamlining payroll processing and complying with tax regulations.
• Compliance & Audits: Assistance with audits, tax planning, and risk mitigation strategies.
• Financial Advisory: Strategic guidance to optimize profits, manage expenses, and plan for future growth.

Why Choose Lockey & Pierce, CPAs LLC?

Our team of experienced professionals is passionate about helping clients achieve their financial goals. We are dedicated to:

• Building Relationships: We take the time to understand your individual needs and goals.
• Offering Transparency: We provide clear and concise explanations about your financial situation and recommendations.
• Client-Focused Service: We prioritize your needs and respond promptly to your inquiries.
• Custom Solutions: We tailor our services to your unique circumstances and goals.