Our Accounting and Tax Services

Our Lake County CPA firm offers a complete range of accounting, tax and consulting services to meet the needs of your business. Our primary services include accounting and bookkeeping, tax planning and preparation, QuickBooks support, entity selection, incorporation support and business consulting. In addition, we offer specialty services to meet the unique needs of each individual client. Contact us today for a FREE Initial Consultation.

Small Business Accounting

We offer a full range of accounting and bookkeeping services including compilations of financial information, QuickBooks set up and support, business loan assistance, help with IRS audits, budgeting and more.

Tax Planning and Preparation

When a tax law changes we know about it. We believe in year-round tax planning to help minimize your current and future taxes. We also prepare all federal, state and local tax returns for individuals and businesses at competitive, affordable rates.

QuickBooks Consulting Services

We have extensive experience getting maximum performance out of QuickBooks for our clients. We can help with setup, training and ongoing maintenance.

Entity Selection and New Business Advisor

Business formation, entity selection and incorporation doesn't have to be complicated. We take the time to get to know your business so we can make a recommendation that fits your needs and minimizes your tax burden.

Payroll Services

Payroll can become a time-consuming chore for busy small business owners. Let Midstate Accounting & Tax Services, Inc. take this task off your plate, providing you with more time to focus on growing your business.

IRS Representation

We can help you solve your IRS problems because we can negotiate directly with the IRS on your behalf. Our services include IRS audit assistance, debt settlement, Offers in Compromise, negotiating payment plans and more.


Send us an e-mail or call us today at 352-357-9295 and ask for Jorge Garcia-Montes Jr. to discuss your business needs with an experienced Lake County CPA.