(541) 512-1625

Leone Holden
Certified Public Accountant, LLC

Welcome to Leone Holden - Certified Public Accountant, LLC

Leone Holden - Certified Public Accountant, LLC, is a full-service accounting firm located in Phoenix, OR and Serving Southern Oregon / the Rogue Valley including Ashland, Talent, Phoenix, Medford, Central Point, Jacksonville, and surrounding areas. We can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being. With our experience and expertise, you can rely on us for advice.

 

Individual Tax Preparation

Take the stress out of tax time.

PAYROLL &
PR TAX PREP

Expert Worry Free Processing

ACCOUNTING & BOOKKEEPING

SB Accounting Made Easy

SERVICES

Individual

Tax Preparation

Estate / Trust  Tax Preparations

Accounting / Bookkeeping

Payroll / Payroll Tax Preparation

Take the stress out of tax time.

 

   We provide personal detailed service - we strive to make tax time as painless as possible.  Let us help you scratch this worry of your list.

 

If you have questions or would like to make an appointment, please contact us via office@lholden-cpa.com or by phone at (541) 512-1625.  We look forward to helping you achieve you financial goals.

 

Trust us to gently but thoroughly help you through the complexities of estate and trust compliance.

 

   Are you feeling overwhelmed by all the extra paperwork and responsibility in the middle of grieving your lost loved one?

 

   We know this process can be one of the harder roles you may have to take on during your lifetime, one that is very labor intensive and fraught with financial complexity and interesting family dynamics.  Let us help you unravel the complexities and simplify this process as much as possible.

 

   This is an area where it pays to visit us as soon as possible.  Let us help guide you through the financial aspect and process of your fiduciary duties as Trustee, Executor, or Personal Representative.

 

 

 

 Business Accounting Made Easy

 

    We can accommodate your needs, big or small, regardless of the complexity. If you’re having issues keeping up with your record keeping or payroll needs, we can tackle it for you.

 

   Why hire staff?  Let us take the stress out of your monthly bookkeeping duties.

 

   Our talented team is experienced with all the major accounting software programs, including (but not limited to) QuickBooks, QuickBooks Online - QBO, Sage/Peachtree, FreshBooks, Xero, SageOne, and Wave Accounting.  We perform vital accounting functions, such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, and financial / tax analysis.  We can provide services monthly, quarterly, or annually depending on you specific situation and needs.

 

Managing payroll is a critical task that is time-consuming and requires a good knowledge of the tax laws and deposit rules.

 

   While technically a business service, you don't have to be a full service business client to avail yourself of our payroll services.  This is an area of the tax law where, if mistakes are made, the penalties can be quite substantial.  Let us put our expertise to work for you in this area.  We offer easy interface and reasonable pricing.  In addition, almost all payroll transactions can be handled digitally making payroll processing easy and convenient.  No additional charge for direct deposit.

Free Initial Consultation

Call (541) 512-1625

to schedule an appointmet

CONTACT US

If you are a potential client, don't wait until the last minute to get your tax information in order.  Call us today for a free initial consultation.  We will be happy evaluate your position and recommend steps that could result in significant tax savings - both for the current year and for many years to come.

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