LM Tax Services

Tax Preparation & Tax Planning
Helping you understand the tax impact of decisions before you make them.

Laurie McClosky, CPA, CFP®

I'd love to hear from you to see how I could serve you!
📞 440-467-0911
✉️ [email protected]

I’m Laurie McClosky, CPA, CFP®, and the owner of LM Tax Services. I provide tax preparation and proactive tax planning for individuals and small business owners in Ohio.
My approach is practical and forward-looking: I help clients understand the tax impact of decisions before they make them - so they can avoid unnecessary costly surprises.

CPA since 2003 | CFP® professional

What to Expect
• Virtual appointments available
• Secure document upload (provided to clients as needed)
• Clear next steps, pricing, and communication

Services
• Individual Tax Preparation
• Small Business / Self-Employed Tax Preparation
• Estimated Tax Payments & Withholding Guidance
• Tax Planning (Year-Round)

Who I Help
Individuals
I work with individuals who want accurate, organized tax preparation — and support understanding the tax impact of important life decisions.
• Individual tax returns
• Estimated payments / withholding review
• Tax planning before major changes (job change, retirement, selling a home, etc.)Small Businesses
Whether you're launching your practice or growing a solo business, I help you stay compliant and make tax-smart decisions.
• Choosing a business structure and understanding tax implications
• Quarterly estimated taxes and planning for tax payments
• Retirement plan options (Solo 401(k), SEP IRA, SIMPLE IRA)
• Payroll considerations as your business evolves
• Keeping business and personal finances cleanly separated

Website Disclaimer
The information on this website is provided for general informational purposes only and is not intended as tax, legal, or financial advice. Contacting LM Tax Services through this website, email, or phone does not create a client relationship. A client relationship is formed only through a written engagement agreement. Please do not send sensitive personal information through unencrypted email or website contact forms.

© 2026 LM Tax Services
LM Tax Services is a DBA (trade name) of Laurie McClosky (sole proprietor).
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