Certified Public Accountant · Houston, Texas
Lam Ha is a licensed CPA in Houston handling taxes, books and payroll for small businesses — and the compiled, reviewed and audited financial statements your bank keeps asking for.
Ongoing work
Most clients start with one of these three and keep the relationship running. Each is handled directly by Lam.
Returns and year-round planning
Federal and state returns for individuals, partnerships, S corporations and C corporations. Planning happens through the year, not in April, so filing season turns up no surprises.
Books a lender will accept
Monthly or quarterly close, reconciliations, and clean-up of records that got away from you. The goal is books that hold up the day a bank, a buyer or the IRS asks to see them.
Runs, filings and year-end forms
Payroll processing plus the filings that follow it - quarterly 941s, annual W-2s and 1099s, and Texas Workforce Commission reporting.
Compilation · Review · Audit
Those three services mean three different levels of assurance, three different amounts of work, and three different price tags. Here is what you are actually being asked for.
No assurance
I put your financial statements into proper form from the records you provide. I don't test them or express an opinion - the statements remain yours.
Limited assurance
Analytical procedures and inquiry, ending in a statement that I'm not aware of any material modifications the statements need to conform with the applicable framework.
Reasonable assurance
The highest level. Substantive testing, third-party confirmations and evidence gathering, concluding in a formal opinion on whether the statements are fairly stated in all material respects.
Not sure which one your lender wants? Forward the request letter and Lam will tell you — that part is free.
About me
A solo practice means the person who answers the phone is the person who signs the return. Nothing gets handed to a seasonal preparer, and you never have to re-explain your business to somebody new in March.
The practice covers what a small business needs from an accountant — taxes and planning, monthly books, payroll and its filings — plus the compiled, reviewed and audited statements lenders and bonding agents ask for. Individuals filing personal returns are equally welcome.
Get started
No account managers, no phone tree. Call the number on the card and you get Lam.