LK FINANCIAL & MANAGEMENT SERVICES has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail – whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

LK FINANCIAL & MANAGEMENT SERVICES provides many services, including the following:

Individual Tax Preparation
Business Tax Return Preparation
Gift & Estate Tax Return Preparation
Partnership & Corporate Tax Preparation
Estate and Succession Planning
Tax & Education Planning
Out-of-State Returns
Business Start-Ups


LK Financial & Management Services, Inc.
6803 Overseas Highway
Marathon, FL 33050


(305) 289-5862


(305) 289-5863

E-MAIL Address

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