Tax Planning
Quarterly tax planning moves that quietly save you thousands.
6 min readRead
Lareau & Lareau · Certified Public Accountants
Trusted financial guidance for businesses and families.
Lareau & Lareau CPAs helps businesses and families simplify finances, reduce stress, and stay financially organized through proactive tax planning and long-term advisory support.
40+
Years guiding clients
1,000+
Families & businesses served
12 yrs
Average client relationship
98%
Client retention
Trusted by businesses, families, and long-term clients
Small BusinessesEntrepreneursFamilies & IndividualsService BusinessesProfessionalsLong-Term Tax Clients
Who we help
Built around the people we serve.
Most clients don't need another portal or another piece of software. They need a trusted financial partner who knows the family, knows the business, and helps them stay organized, confident, and a step ahead.
Small Businesses
Clean books, organized records, and proactive guidance — so you can lead the business with clarity instead of chasing the numbers.
Entrepreneurs
From entity formation to year-round tax strategy, we help founders stay financially organized as the business grows around them.
Families & Individuals
Thoughtful tax planning and clear, jargon-free guidance designed to reduce stress and protect what matters most.
Service-Based Businesses
Pricing, payroll, and seasonal cash flow handled cleanly — so margin stays clear and decisions get easier.
Long-Term Business Owners
Decades-long relationships built on trust, consistency, and a partner who understands every stage of your business.
Professionals
Practical financial guidance for doctors, attorneys, consultants, and skilled professionals balancing complex income and busy lives.
The Lareau & Lareau difference
More than accounting. A long-term financial partner.
We built our firm around the relationships we've kept for decades — proactive guidance, year-round communication, and a steady team that grows with you through every stage of life and business.
You finally have a financial partner who understands your business, knows your family, and supports you long-term.
Long-term relationships
Many of our clients have been with us for 10, 20, even 30 years. We grow with you — through every chapter.
Proactive guidance
We bring you decisions to make — not surprises to react to. Quarterly check-ins keep you a step ahead.
Trusted expertise
Decades of CPA experience translated into clear, practical guidance you can actually use.
Year-round support
Real answers in days, not weeks. Year-round access — never an empty inbox at tax time.
Financial organization
Clean books, clear records, and a financial picture you can act on every month — not just every April.
Confidence & clarity
Plain-spoken advice that helps you understand your numbers — and feel genuinely supported.
A modern client experience
Collaborative, organized, and built to support you long-term.
Working together feels organized from day one — secure portals, digital onboarding, recurring communication, and proactive financial oversight at every stage.
01
Consultation & Discovery
A conversation about your business, your family, and your goals — followed by a streamlined onboarding designed to take the friction out of getting started.
02
Financial Organization
We bring order to your books and records, clean up the backlog, and build a clear, current financial picture you can trust.
03
Tax Planning & Strategy
A proactive, year-round tax roadmap built around your situation — designed to reduce surprises and protect long-term confidence.
04
Ongoing Accounting Support
Recurring communication, organized workflows, and consistent oversight that keep the financial side of life clear and moving forward.
05
Long-Term Partnership
As life and business evolve — new ventures, new generations, new goals — we're already there, planning ahead with you.
What we do
Services framed around outcomes.
Every engagement is built around the result — not the task. Here's what working with Lareau & Lareau actually delivers.
Strategic Tax Planning
Year-round strategy, not a year-end scramble.
Proactive planning that anticipates the bill, finds the savings, and supports long-term financial confidence.
Business Accounting
Helping clients maintain financial clarity and operational organization.
Clean, current accounting that gives you a real-time picture of cash, margin, and where the business actually stands.
Bookkeeping
Organized records, every month — not just at tax time.
Modern, secure workflows and a team that keeps your books current, accurate, and ready when you need them.
Payroll Support
Reliable payroll, handled with care.
Accurate, on-time payroll plus the compliance and reporting that keeps your team and your filings in good standing.
Financial Organization
Clarity replacing clutter.
Structured records, clean systems, and the financial visibility you need to make confident decisions.
Business Advisory
A partner-level perspective on your numbers.
Quarterly reviews, KPI tracking, and clear reporting that ground your leadership decisions in reality.
Cash Flow Guidance
Clarity on what's coming and what to do about it.
Forward-looking cash visibility so hiring, pricing, and investment decisions don't have to feel like guesses.
Year-Round Tax Support
Providing proactive tax guidance that supports long-term financial confidence.
Federal, state, and entity filings handled by a team that already knows your business and your family.
Long-Term Financial Planning
Guidance that grows with you.
A long-view conversation about goals, generations, and the financial decisions that shape what comes next.
Trust & relationships
You're no longer navigating finances alone.
The strongest part of our firm isn't a service line — it's the relationships we've built over decades. Clients stay with us because they feel known, supported, and consistently guided through every season of life and business.
- Consistent, familiar team
- Proactive year-round communication
- Clear answers, no jargon
- Multi-generational guidance
- Steady advice through every stage
- A partner who actually picks up the phone
Client experience & technology
Working together feels organized, supportive, and proactive.
We've modernized the experience around the relationship — clear deadlines, secure collaboration, and proactive support that stays out of your way and stays ahead of what's next.
Inside a Lareau & Lareau engagement
- Secure client portals and document sharing
- Streamlined, organized digital onboarding
- Recurring communication and proactive reminders
- Quarterly strategy reviews built around your goals
- Modern collaboration that fits how you already work
- Year-round access to your team — not just at tax time
Insights & education
Practical guidance for businesses, owners, and families.
Plain-spoken education on tax planning, bookkeeping, financial organization, and the year-round decisions that shape stronger, more confident financial lives.
Bookkeeping
How to keep your books organized so year-end isn't a fire drill.
5 min readRead
Cash Flow
The simple monthly review every business owner should run.
5 min readRead
Long-term relationships
The kind of partner clients keep for decades.
The relationships we've built — many spanning generations of families and businesses — are the work we're proudest of. Here's what a few of them have to say.
We've worked with Lareau & Lareau for nearly two decades. They know our business, they know our family, and they're the first call we make on anything financial.
Marcus & Diane R.
Family business owners
What I value most is how proactive they are. I never feel like I'm chasing answers — they're already a step ahead with a plan and a clear recommendation.
Jennifer K.
Service business owner
They feel less like our accountants and more like part of the team. Steady, responsive, and genuinely invested in what we're trying to build.
Dr. Andrew M.
Long-term client
Founder
Stephen R. Lareau, CPA
Founder · Lareau & Lareau CPAs
Meet the founder
A trusted CPA built around long-term relationships.
Stephen is a Certified Public Accountant and longtime advisor to business owners, professionals, and families — with decades of experience guiding clients through tax strategy, accounting, and the financial decisions that shape long-term confidence.
His approach is steady, proactive, and deeply personal: the kind of CPA who knows your business, knows your family, and walks alongside you through every stage of both.
He built Lareau & Lareau to be the kind of financial firm clients stay with for decades — proactive, organized, responsive, and genuinely invested in the long arc of every relationship.
"Strong financial relationships create stronger futures. That's what we've been building, one client at a time, for as long as we've been a firm."
Start here
Strong financial relationships create stronger futures.
A 30-minute conversation is the simplest way to see if Lareau & Lareau is the right financial partner for you, your family, or your business. Tell us where things stand — we'll tell you honestly how we can help.
Schedule a Consultation Call (555) 555-0100
Modern accounting support built around trust and partnership.