Aligned CPA, LLC of Lakeside

Aligned CPA, LLC of Lakeside is an accountant in Lakeside, FL, located at 405 E Duval St. It holds a rating of 4.90 based on customer reviews.

The firm provides specialized financial services for solo and small law firm owners, including bookkeeping, payroll, tax strategy, and IOLTA trust accounting. They offer an integrated system designed to connect legal software like Clio and Practice Panther with accounting records to reconcile trust accounts monthly and ensure compliance.

The firm provides year-round support through regular meetings to identify tax-saving opportunities. Their services include maintaining ongoing books with transaction categorization and monthly financial reporting, managing payroll to align compensation and tax withholdings with tax planning, and providing business advisory services. Founded by Joy Lutz, the firm has been supporting small business owners since 2012 and possesses 60 years of combined experience.

The firm has been recognized as a Small Business of the Year and Employer of the Year by the Lake City-Columbia County Chamber of Commerce, and its founder was named a Top 40 Under 40 CPA in the United States by CPA Practice Advisor.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, which means the website answers customer questions clearly and provides content that AI assistants can quote directly. The business also achieved a Content score of 89 out of 100, reflecting substantial and relevant material that search engines reward with improved visibility.