Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax professional know-how you’re looking for and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

4 Ways to Stop Quiet Vacationing In Your Mount Vernon Business

It’s wild to think how much the business landscape has changed recently, isn’t it? Your processes (and even your own role in your business) probably look a lot different than what they did a few years ago. AI is transforming the business world fast. You see it...
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Chapter 13 Filing: A Possible Solution for Mount Vernon Tax Debtors

Bankruptcy tends to get a bit of a bad rap. You probably picture financial ruin and losing everything. But that’s not always what it means, especially when you're facing a mountain of tax debt. While you might think your only choice is a rigid payment plan or a...
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4 Strategies for Steadier Cash Flow in Your Mount Vernon Seasonal Business

Summer usually means slowing down — pool days, vacations, maybe catching the sunset from your deck after work. But as a business owner? It means managing staff vacations, trying to stay visible while your customers are mentally on vacation, planning ahead for Q3,...
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Types of Small Business Insurance Your Mount Vernon Business Needs

Welcome back to the tariffs-and-what-they-mean-for-you segment of your weekly Strategy Note. On today’s agenda: Steel and aluminum. The U.S. just raised tariffs on these to 50 percent. If your  business relies heavily on manufacturing and construction...
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Tax Debt in Bankruptcy: The Facts for Mount Vernon Debtors

Thanks to Michael Scott, we all know confidently that shouting “I declare bankruptcy”  into the void won’t make your debt problem vanish into thin air. Well, as it turns out, neither does actually declaring bankruptcy. As long as the IRS is...
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3 Keys To Running a Business From Your Mount Vernon Home More Efficiently

Payroll day has a way of sneaking up on you. Even when things are running smoothly, there’s still that moment of holding your breath—Will the software cooperate? Are the numbers right? Is everyone getting paid on time? And if something does go wrong, it’s on you to...
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Strategic Sourcing For Tariffs In Your Mount Vernon Business

Because you're probably digging out from under a heap of emails and half-finished to-do’s after the long weekend, I’ll get straight to it: There was quite a bit of tariff movement that happened over the weekend. The U.S. and E.U. are accelerating trade...
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IRS Fresh Start Program: The Option for Mount Vernon Tax Debtors

We like there to be a “bad guy” in our journey to financial freedom. Someone who we can all jump on as the cause for our financial stress. When it comes to taxes, that’s usually the IRS… and they know it. And I know it too – hence my consistent warnings to my...
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Smarter Supply Chain Sourcing for Handling Tariffs in Your Mount Vernon Business

Feeling the strain of tightening things up and trying to stay one step ahead of whatever’s coming next? You’re in good company – because this kind of pressure isn’t new.Sam Walton didn’t have deep pockets or a fancy MBA. But he did have a knack for thinking a few...
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Business Fraud Prevention Strategies Every Mount Vernon Business Should Know

There’s an inbox full of good news to take in this morning.First, we didn’t die from the 53-year-old Russian spacecraft that was hurtling uncontrolled towards Earth this weekend. Kosmos 482 finally crashed into the Indian Ocean after failing to land on Venus in...
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How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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Customer Stories

Jeffery A.

 

For several years now, I have relied on the financial services of LEK Management Inc. I am beyond pleased with the company, which is always responsive and caring. At every opportunity, they make it clear to me that my financial well-being is their priority. Their form of consultation involves both professional expertise and financial education. In their hands I feel like more than a client. I feel like family.

Deb R.
Chief Solutions Officer — Deb Romain Consulting LLC

 

In 2019, I had a major tax liability that was affecting my business’ stability and health. I was referred to LEK Management and worked with Lynn Karam, CEO LEK Management to detail a tax resolution plan. Lynn is very astute with finances and for months, negotiated very hard with the IRS to submit an Offer in Compromise on my behalf which was accepted. Since then, she has diligently followed up throughout the tax year to ensure our P&L and balance sheets are current for end of year filing. It is so reassuring to know that we have immediate access to her financial expertise. I highly recommend her!

Elizabeth P.

 

I was extremely pleased with the work that LEK Management performed for our company. Lynn was on top of everything from day one. She advised me all through the Workers Compensation Audit and in the end we were able to pay much less than anticipated. I will continue to use the services offered. I highly recommend this company due to its competency, professionalism, and overall knowledge of the New York State audit process.

Carl J.

 

I first got introduced to Lynn in 2018 by a close colleague of mine. Despite working with another tax agent I kept finding out that year after year I owed more and more taxes. It caused me great anxiety. I was working with a tax agent at that time who was supposedly filing my taxes. I worked with the individual for at least 3-4 years but realized that my taxes over a 10 year period were improperly filed or not filed at all. I owed payroll taxes, New York City taxes, and New York state taxes. It was a very stressful time in my life. Lynn sat down with me and took inventory of my entire situation. She gave me great confidence that there was light at the end of the tunnel and that I would survive this financial turmoil. I have had the pleasure of working with Lynn over the past several years and I cannot emphasize enough the tremendous value she has brought to my financial life. Her expertise, dedication, and unwavering commitment to my business have been truly remarkable. One of the most impressive aspects of her work is her exceptional ability to keep me on track with my taxes. She has been invaluable in ensuring that I meet all the necessary deadlines, providing me with clear guidance on tax planning strategies, and maximizing my deductions. Her attention to detail and thorough understanding of the ever-changing tax laws have given me peace of mind in knowing that my taxes are in capable hands. She was instrumental in negotiating on my behalf to obtain installment agreements for my New York state taxes, New York City taxes, and payroll taxes. Beyond her professional acumen, I have had the pleasure of experiencing Lynn's warm and personable personality. She genuinely cares about her clients, taking the time to listen to my concerns, answer my questions, and ensure that I fully understand the financial implications of my decisions. Her ability to communicate complex financial matters in a clear and accessible manner is truly commendable. She also played a role in developing personal life plans to creating family budget strategies. At this point, she feels like an extended family. I am grateful that she works with me and would recommend her without reservation.

Billy M.

 

There's no one better than Lynn. I've worked with the full scope of tax professionals, attorneys, and advisors across the major firms, and Lynn was able to accomplish what others couldn't. Lynn is smart, communicative, and operates with a sense of urgency that makes her the best in her field. I'd insist for my friends and colleagues to work with Lynn, she's truly the best.

Anonymous

 

Outstanding Support and Expertise from Lynn and Team! Navigating the complex world of payment plans and lien negotiations can be daunting, especially when you don't have the right support. Thankfully, Lynn and her team came to the rescue for my partner and I. Their professionalism and expertise made all the difference in helping us navigate, negotiate, and finalize a payment plan. What seemed like an overwhelming and tricky process became manageable, thanks to their guidance and dedication. Lynn's team provided exceptional support, ensuring that we avoided further liens and set ourselves on the path to financial stability. Their attention to detail, clear communication, and commitment to our success were unmatched. We are deeply grateful for their efforts and highly recommend Lynn and her team to anyone needing skilled and compassionate assistance with financial or procedural challenges. Thank you for being our trusted advocates in a time of need!