On The Mark Financial Services

On the Mark Financial Services is a trusted financial firm that has been assisting clients with their tax planning, preparation, insurance evaluation, and financial structuring needs for over 25 years. Founded by Lisa "Cookie" Johnson, a seasoned financial professional with an Enrolled Agent (EA) and Chartered Retirement Plan Specialist (CRPS) designation, the firm has built a reputation for providing exceptional financial services to its clients with honesty, transparency, and trustworthiness at its core. Our insurance licenses cover Life, Health, Property, and Casualty, and we specialize in goal-oriented, customized planning tailored to the unique circumstances of each client.

We believe that building strong relationships is the foundation of our success, and we strive to help our clients understand their complete financial landscape. Our practice focuses on providing financial advice that is accurate, unbiased, and relevant. We work hard to ensure that all the written content on our site is reliable and informative and expresses our opinions clearly. However, we always advise our clients to discuss any ideas with their tax advisers before implementing them.

Our firm is registered under Respire Wealth Management, LLC, a Registered Investment Advisor in the States of North Carolina, Texas, and Colorado. While we do not solicit to sell or offer to sell financial advisory services to any residents of the other States, we take pride in the fact that we are not affiliated with or endorsed by the Social Security Administration or any government agency. Our content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. We always recommend consulting an attorney or tax professional regarding your specific legal or tax situation.

Bookkeeping & Payroll Services

At On the Mark Financial Services, we understand that managing a small business finances can be complex, time-consuming, and challenging, especially when it comes to bookkeeping and payroll services. That's why we offer monthly financial data compilation, posting of journal entries, bank, and credit card account reconciliation services, which can help small business owners avoid major financial mistakes. Our bookkeeping services include tracking accounts payable and receivable, managing petty cash, payroll processing, preparing financial statements, and maintaining general ledger charts, among other services.

We take the hassle out of payroll management by providing accurate, timely, and efficient payroll services, including managing tax payments, preparing year-end tax forms, preparing and filing wage reports, and ensuring compliance with labor laws. We help our clients focus on growing their business while we manage their books, taxes, and payroll.

Tax Preparation Services

We offer a wide range of tax preparation services, including extensive tax planning and preparation, crypto sales, and non-cash donations. We help our clients understand their tax obligations and stay compliant with tax laws. Our tax professionals are up-to-date with the latest tax laws, regulations, and developments and can help our clients minimize their tax liability while maximizing their deductions and credits.

Employer Plans

At On the Mark Financial Services, we offer chartered retirement plan specialist services, including helping businesses design, implement, and administer customized retirement plans that fit their needs and budget. Our team has the experience and expertise to help employers navigate the complexities of retirement planning and ensure their employees receive the benefits they deserve.

Business Development & Entrepreneurship

We work with entrepreneurs and small business owners to help them identify and capitalize on business opportunities, develop business plans, and manage business growth. We help our clients develop sound financial strategies that align with their business goals, vision, and mission.

Financial Planning

Our financial planning services include creating a comprehensive financial plan that includes investment management, retirement planning, risk management, and estate planning. We work with our clients to assess their financial situation, establish financial goals, and implement strategies to achieve those goals.

Business Workshops

We offer educational workshops and seminars to help entrepreneurs and small business owners develop their financial skills, knowledge, and expertise. Our workshops cover various topics, including basic accounting, tax planning and preparation, payroll management, cash flow management, estate planning, and retirement planning.

Resources

We provide our clients with relevant and informative resources, including Texas and Colorado tax forms, links to the IRS website, and information on how to check the status of federal and amended tax returns. Our client portal, Liscio, allows us to share information and collaborate with our clients securely and efficiently.