Lavelle & Associates was founded by a CPA passionate about business. Our firm’s goal is to help entrepreneurs grow and thrive in their business ventures. We want to keep your profits high and taxes low.

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01. ABOUT

Your business, it’s our business.

Lavelle & Associates was founded in 2014 by Tim Lavelle after several years of working in the public accounting industry. Based in San Diego, CA, Lavelle & Associates, CPAs specializes in tax and accounting services for individuals and businesses. Our firm was established with the intention of assisting individuals and business clients with all of their tax and accounting needs. We understand the tax law and how it applies to your unique situation. Our firm takes pride in performing professional and personalized services in a timely manner. Individuals can be rest assured that their income taxes will be prepared accurately and timely. Business clients can be rest assured that their accounting will be accurate, provide useful information about their operations, and their tax returns will be prepared with the utmost attention to detail.

In addition to tax preparation and accounting, our firm has extensive experience with entity formation and start-up businesses. Having been through the processes many times, our team of advisors will help get your business up and running so you can focus on growing your business. In addition to offering tax and accounting services, we have a network of professionals including attorneys and specific industry consultants to help ensure your business is a success. Please contact us for more information.

02. SERVICES

Lavelle & Associates offers a wide range of services to individuals and business clients. Our services are in-depth and comprehensive to meet the changing needs of businesses and individuals today.

Tax

INCOME TAX
INDIVIDUAL, SINGLE MEMBER LLC, PARTNERSHIPS & LLCs, S-CORPORATIONS,
C-CORPORATIONS, MUTUAL BENEFIT CORPORATIONS,
TAX PLANNING, TAX PROJECTIONS,
TAX RESEARCH, CA SALES TAX,
CO SALES AND EXCISE TAX,
OR EXCISE TAX, WA EXCISE TAX

Accounting

BOOKKEEPING,
QUICKBOOKS SET-UP,
QUICKBOOKS TRAINING,
PAYROLL, COMPLIATIONS,
REVIEWS, AUDITS,
AGREED UPON PROCEDURES,
INTERNAL CONTROLS,
W-2 FILINGS, 1099 FILINGS

Consulting

CFO & CONTROLLER,
BUDGETING, FORECASTS,
CASH FLOW MANAGEMENT,
POINT OF SALE,
INVENTORY MANAGEMENT,
BUSINESS MANAGEMENT,
BUSINESS VALUATION,
AUDIT PREPARATION

Entity Selection

LLC VS S-CORP,
S-CORP VS C-CORP,
MANAGEMENT COMPANY STRUCTURING,
MUTUAL BENEFIT CORPORATION,
COOPERATIVES AND COLLECTIVES,
CLOSELY HELD GROUPS

Business Start-Up

DEBT VS EQUITY,
DEBT FINANCING,
INVESTOR FINANCING,
INVESTOR PACKAGES,
BUSINESS PLANS,
PRIVATE PLACEMENT MEMORANDUM

03. CANNABIS INDUSTRY

Canna Business – Tax & Accounting

Since more and more states have passed legislation for medical and recreational use, the industry is experiencing tremendous growth. Our firm can help you navigate the complexities of the state and federal tax laws, rules, and regulations. We are experienced with IRC Section 280E and how to keep your business compliant while maximizing the deduction you are allowed to claim. Let us handle the accounting so you can focus on growing your business.

CA PROP 215

In 1996, California Prop 215 was the first ever voter approved initiative to allow the medical use of marijuana at the state level. Since it’s passage, the conflicting state and federal laws have caused many legal and tax issues. Our firm, based in San Diego, CA, has the experience to help your MMJ business stay compliant with the tax law. Contact us with any questions you might have about CA 215 businesses as it relates to accounting.
CA PROP 64

CA Prop 64 legalizes marijuana under state law, for use by adults 21 or older. It also imposes state taxes on sales and cultivation, provides for industry licensing and establishes standards for marijuana products, and allows local regulation and taxation. The Fiscal Impact: Additional tax revenues ranging from high hundreds of millions of dollars to over $1 billion annually, mostly dedicated to specific purposes. Reduced criminal justice costs of tens of millions of dollars annually. Contact us with any questions regarding CA Prop 64 businesses as it relates to accounting.

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04. FOUNDER

Tim Lavelle has over 10 years of tax experience. He is professional, approachable, and goes the extra mile to help with all your accounting needs.

Tim Lavelle, CPA, MST

OWNER, ACCOUNTANT

Tim was born in San Francisco and grew up on the East coast. He is a Certified Public Accountant (CPA) licensed in California. Tim has worked in the public accounting field for several years with extensive experience preparing tax returns and providing accounting services to business clients in a variety of industries. He has completed a Masters Degree in Taxation from Golden Gate University. Prior to his career as a CPA, he had successfully funded two companies in the retail and entertainment fields. With his extensive experience and skills in the public accounting field, he has helped numerous clients with tax, accounting, and business planning.

05. CONTACT

GET IN TOUCH

4365 Executive Dr, Ste 250
San Diego, CA 92121

E: info@timlavellecpa.com
P: +1 858 207 3906

Lavelle & Associates was founded by a CPA passionate about business. Our firm’s goal is to help entrepreneurs grow and thrive in their business ventures. We want to keep your profits high and taxes low.