Our Services


At Lockwood Tax, we specialize in minimizing your tax liability through a range of comprehensive personal and business tax services. Our offerings encompass everything from straightforward tax filings to complex tax planning strategies, designed to meet the diverse needs of our clients.

We take pride in our personalized approach, ensuring that each client receives tailored advice and solutions that align with their unique financial situations. Our team is committed to providing professional, accurate, and timely assistance, empowering you to not only meet your tax obligations but also thrive financially.

Trust Lockwood Tax Services to handle your tax needs efficiently and effectively, allowing you to focus on what matters most—whether that is growing your personal wealth, planning for retirement, or successfully running your business.

  • Individual Tax Return

    Starting at $175

    Whether you have one W2 income source, a 1099, a K1, or have multiple forms of income, we will simplify the filing process and maximize your deductions to ensure you receive the best tax result possible.

  • Business Tax Return

    Starting at $250

    With over a decade of experience in personal and business tax preparation, we know small business. Contact us today to learn more about how we can ensure you are meeting IRS requirements and help you minimize your tax liability.

  • Bookkeeping Services

    Starting at $100/mo

    We know that maintaining your financial records, while important, is often the last thing on your to do list. At Lockwood Tax, we take on the accounting work for you, ensuring your financial records remain accurate and providing you with insights to help you improve your financial success.

  • Retirement Planning

    Whether you’re looking for high risk, high reward, or you prefer a cautious approach, our certified financial advisors help you reach your financial goals with confidence.

  • Business Registration

    We know that navigating the legal and tax implications of the many business registration options can be complex. At Lockwood Tax, we hold your hand through the business registration process, ensuring you maximize the opportunities available to minimize your business and personal tax liabilities.

  • Health Insurance

    Interested to learn more about Marketplace health insurance? Our certified advisors are happy to share the options available to you.