Taxes

• Income Tax
• Business Tax Return Preparation
  Annual IRS income tax filings of the business (required if using an annual reference period) – If you have not yet filed a tax return for 2020, you must fill out the return forms, compute the relevant gross receipts value and sign and date the return, attesting that the values for the gross receipts computation are the same values that will be filed on your business tax return.

Investment

• Investment Management
  Luke Mungovan serves as Assistant Vice President, Commercial Portfolio Management Officer. He started his career in financial services in 2013 and joined Lake City Bank in 2017.
• Wealth Management

Accounting

• Accounting Services