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Lord Breakspeare Callaghan, LLC provides a wide range of services to individuals and businesses in a variety of industries. At Lord Breakspeare Callaghan, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Service List

Lord Breakspeare Callaghan, LLC’s accounting and bookkeeping professionals provides our wide variety of clients a unique and personalized service that allow us to fully understand and meet our clients need.

Small business owners are spending a considerable amount of time managing the operations of their companies and keeping the books. For less than what it costs you to do it yourself or hire someone, Lord Breakspeare Callaghan, LLC can handle all or part of your accounting functions. We also provide the following services that will allow you to focus 100% on managing your business not on making bank reconciliations or journal entries.

  • Preparation of Business Tax Return
  • Preparation of Monthly, Quarterly or Annual Financial Statements
  • General Ledger and Bookkeeping
  • Payroll and Sales Taxes
  • Bank Reconciliations
  • Fixed Assets and Depreciation Reports

We are Certified Quick Books Professional Advisors and provide software installation, training and support.

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At Lord Breakspeare Callaghan, LLC we understand that quite often regulatory bodies, non-management owners, banks that provide loans or other organizations that transact business with you company will request some level of involvement by external CPAs to rely on financial statements that truly represent your financial position. We will assist you in the preparation of your financial statements in accordance with professional standards and will provide the following services:

  • Reviews
  • Compilations
  • Agreed-Upon Procedures
  • Personal Financial Statements

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Lord Breakspeare Callaghan, LLC works closely with our clients to maximize their tax savings by being on top of the latest proposed tax legislation as soon as the U.S. president approves it. We also ensure that the required income tax returns are filed on a timely manner to avoid unnecessary late filing penalties.

Lord Breakspeare Callaghan, LLC provides the following tax return compliance services:

  • Individual income tax
  • State and Local income tax
  • Business income tax
  • Fiduciary income tax

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Lord Breakspeare Callaghan, LLC’s international tax professionals provide income tax planning and compliance to the following groups: US citizens, permanent residents and foreign nationals.

U.S. Citizens and Permanent Residents

Lord Breakspeare Callaghan, LLC provides the following services to U.S. citizens and permanent residents:

  • Tax planning, consulting and tax return preparation to individuals or businesses who have ownership interest in foreign corporations, foreign partnerships, foreign trusts, or have a financial interest or signature authority in a foreign bank account
  • Help U.S. citizens working abroad to reduce their U.S. tax exposure based on the foreign earned income and housing exclusion and foreign tax credits
  • Assist taxpayers with undisclosed foreign bank accounts or entities to make a voluntary disclosure to the IRS that enable taxpayers to become compliant, avoid substantial penalties, and generally eliminates the risk of criminal prosecution
  • IRS representation in any tax controversy

Foreign Nationals

Lord Breakspeare Callaghan, LLC provides the following services to foreign nationals:

  • Tax planning, consulting and tax return preparation to individuals or businesses that invest in U.S. real estate
  • Assist foreign nationals on a U.S. legal entity selection that better fits their business needs
  • Map out the U.S. federal and state tax implications, including tax treaty analysis for foreign executives on assignment in the U.S.
  • U.S. tax residency determination
  • Pre-immigration tax planning for foreign nationals and their families who are moving to the United States to reduce U.S. income and estate tax liability
  • IRS representation in any tax controversy

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IRS Letters

  • IRS Letters
  • IRS Tax Penalties and Interest
  • IRS Tax Audits
  • IRS Tax Liens and Levies
  • IRS Offer in Compromise

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Lord Breakspeare Callaghan, LLC’s Real Estate Group provides the following tax and accounting solutions to real estate owners.

  • Entity selection and asset protection. We assist foreign buyers with the selection of their investments structures by taking into consideration their overall situation and goals.
  • Financial statement preparation. We can provide our clients with financial statements that they can rely to make their business decisions.
  • Tax returns preparation. We will make sure that your whole structure (entity and individual level) is in compliance with U.S. tax laws and regulations.
  • FIRPTA. We will guide our clients thru the intricacies of FIRPTA and its exceptions to make sure the correct amount or no amount of money is withheld at closing.
  • Sec 1031 Like-Kind Exchange. We will connect our clients with a qualified intermediary that will successfully complete the tax deferred exchange.

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