Small Business CPA in Lake City, FL
If you're looking for a CPA near you in Lake City, you're in the right place. Aligned CPA is based here — 405 East Duval Street, right in the heart of Lake City — and we've been working with local business owners and law firms since 2012.
We're not a national chain or a seasonal tax shop. We're a local accounting firm that knows this area, knows the businesses in it, and builds real working relationships with our clients.
A Local CPA Firm That Does More Than Taxes
Most small business owners come to us frustrated. They've outgrown their old accountant, they're tired of chasing someone down in March, or they've just hit a point where they realize they need more than a once-a-year tax return.
What they're looking for is an accountant who knows their numbers, stays ahead of problems, and helps them make better decisions year-round.
That's what we do.
Aligned CPA provides an integrated system of bookkeeping, payroll, tax planning, and advisory services — coordinated as one system, not four separate vendors. Your books, your payroll, your taxes, and your strategy all talk to each other. That's what makes the difference.
Services for Lake City Small Businesses
Bookkeeping
We reconcile your books every month so your financial statements are accurate and current. You'll see clearly how revenue turns into profit, cash flow, and owner pay — every month, not just at tax time.
Payroll
We run payroll as part of the same system as your books and tax planning, so compensation, withholdings, and owner pay stay aligned across everything.
Tax Preparation & Year-Round Tax Planning
We prepare your business tax return and work with you throughout the year to reduce your tax bill before year-end. No surprises. No scrambling in April.
Financial Reporting & Advisory
Every month you get financial reports that actually mean something — and we use them as the basis for conversations about your business: pricing, hiring, cash flow, and profitability.
IOLTA Trust Accounting (for law firms)
If you're a law firm, we handle monthly trust reconciliations and client-ledger verification aligned with Florida bar compliance requirements.
What Lake City Clients Say
Gary Liberty
Aligned CPA has been an absolute game changer for our business. Their communication is excellent, they stay up to date on the latest information, and they truly help us to understand our numbers-not just hand us reports. For the first time, we feel confident making decisions based on clear financial insight. They are great to work with and genuinely invested in our success. Highly recommend.
Services
Business tax return preparation, Business consulting, Individual tax planning, Payroll accounting, Business tax planning, Individual income tax return preparation, General bookkeeping
Noah Walker
I’ve used aligned CPA for personal return and our business for a while now! They always provide prompt and sound advice/action that helps move the bottom line!
Price assessment
Great price
Services
Business tax return preparation, Business consulting, Individual tax planning, Payroll accounting, Individual income tax return preparation
Why Local Businesses Choose Aligned CPA
We're actually local.
Our office is at 405 East Duval Street in Lake City. We're not a remote-only firm that happens to serve Florida — this is our home base.
We specialize. We don't generalize.
Aligned CPA was built specifically for small business owners and law firms who need proactive, integrated financial support. We're not a high-volume tax prep shop.
We're recognized for it.
Joy Lutz, our founder and CPA, was named one of the Top 40 Under 40 CPAs in the United States by CPA Practice Advisor. Aligned CPA has also been recognized as Small Business of the Year and Employer of the Year by the Lake City–Columbia County Chamber of Commerce.
We've been here since 2012.
That's nearly a decade of working with local businesses, understanding what they need, and building accounting systems that actually hold up over time.
How It Works
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Schedule a Call
We start with a conversation to understand your business, your current accounting setup, and what you're trying to accomplish. No pressure — just a real conversation to see if we're a good fit.
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Get a Clean Baseline
If you become a client, we organize and reconcile your books and systems so your numbers are accurate from day one.
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Run Your Business With Clarity
From there, we handle the ongoing accounting — and we meet with you regularly so you always know where your business stands and what's coming next.
Frequently Asked Questions
Last Updated : June 23, 2026
Ready to Work With a Lake City CPA?
If you're a small business owner or attorney in Lake City looking for a CPA who does more than taxes, let's talk. We'll have a straightforward conversation about what you need, what we do, and whether we're the right fit.
405 East Duval Street, Lake City, FL 32055
386-752-4005
info@alignedcpa.com