Lesemann CPA PLLC

07/14/2026

How to Avoid AI-Generated Phone Scams

💪 Defend your tax information from AI-generated phone schemes that impersonate the IRS through robocalls, voice mimicry, and spoofed caller IDs. Calls with threatening, prerecorded messages are scams. Hang up and report them.

Takeaway: Scammers are getting more clever. If you get a call from someone claiming to be from the IRS, hang up. The IRS usually contacts you FIRST by regular mail. The IRS or private collection agencies may call you to address account matters. In some cases, the IRS uses automated messages that direct you to IRS.gov to securely manage your account, make payments, or resolve an issue. The messages DON'T share specific details.

What to know and do about tax scams, IRS impersonators and identity theft.

07/10/2026

💵 Would Your Bank Approve Your Business for a Loan Today?

Many business owners assume they'll be able to secure financing when they need it.

The reality? By the time you need a loan, it's often too late to start preparing for one.

Whether you're planning to hire, purchase equipment, expand operations, acquire another business, or simply strengthen cash flow, lenders want to see a business that is financially healthy and well-managed.

Before approving financing, most banks focus on three key areas:

✅ Strong Financial Performance
Lenders want confidence that your business generates enough cash flow to meet its obligations comfortably. Accurate financial statements and healthy profitability matter.

✅ A Solid Balance Sheet
Banks look closely at your assets, liabilities, and equity position. A strong balance sheet demonstrates stability and reduces lending risk.

✅ Clear Planning and Leadership
Many lenders want to see more than historical performance. They want to understand where the business is headed and how management plans to get there.

The good news is that becoming "bank-ready" doesn't happen when you fill out a loan application. It happens months beforehand through sound financial management, accurate reporting, and thoughtful planning.

At Lesemann CPAs, we help business owners understand their financial position, strengthen their reporting, and prepare for important conversations with lenders.

If you're considering growth, now is the time to evaluate whether your business is ready for financing opportunities when they arise.

07/07/2026

Could this story be yours?

➡️ Melanie started a business as an interior designer, working about 25 hours a week. After about two years in business, she had more clients than she could handle and was working 50-60 hours a week. She needed help!

➡️ And not just employees. Her administrative backlog—taxes, payroll, bookkeeping, accounts receivable and payable, etc., had also grown and were not being handled in a timely manner.

➡️ She knew it was time to hire not only a bookkeeper but a trusted advisor. She needed a CPA to make sure the administrative side of her business was keeping pace with her growth.

💥 BUSINESS SUCCESS STORIES ARE WRITTEN WITH THE HELP OF A CPA

💥 You need a trusted adviser and knowledgeable business professional with vast resources, high-level training, and a deep, personal commitment to generating positive outcomes for your business.

💥 A CPA is all that and more. To make your business CPA-POWERED, contact Lesemann CPAs.

The link to our contact form is in the first comment.

07/03/2026

🤔 Curious about Eligibility for Tax Credits?

Individuals and businesses can score big by claiming IRS tax credits when filing their tax return. Whether it’s credits for families, education, or retirement, tax credits may lower the tax you owe or even qualify you for a refund.

Takeaway: While the IRS is a good resource, understanding when to take deductions and claim credits is best left to a CPA. We can advise on the maximum legally allowed deductions and which credits you can legally claim.

Claim credits and deductions when you file your tax return to lower your tax. Make sure you get all the credits and deductions you qualify for.

06/30/2026

Look to your CPA as a trusted advisor | Could this story be yours?

I started my business because I was passionate about what I do. What I wasn't prepared for was everything that came with running the business.

💰 Cash flow seemed unpredictable. Tax deadlines always felt like they were around the corner. I wasn't sure whether I was charging enough, spending too much, or making the right decisions for growth. I spent hours trying to make sense of financial reports and still wasn't confident I had the full picture.

That's when I stopped thinking of my CPA as someone who simply files tax returns.

My CPA became a trusted advisor.

Today, I have accurate financials, a better understanding of my cash flow, and a plan for the future. I know where my business stands, what challenges may be ahead, and what opportunities are worth pursuing. Instead of reacting to financial surprises, I'm making informed decisions with confidence.

➡️ Business Success Doesn't Happen by Accident

Behind every successful business is a team of trusted advisors helping guide important decisions.

At Lesemann CPAs, we do more than prepare tax returns. We help business owners understand their numbers, improve profitability, plan for growth, and navigate the challenges of running a business.

When you have the right financial partner, you gain more than compliance. You gain clarity, confidence, and a trusted advisor invested in your success.

If you're ready for more than year-end tax preparation, we'd love to help.

06/26/2026

🤯 Most business owners didn't start their company because they love bookkeeping, payroll, reconciliations, or tax compliance.

Yet administrative and financial tasks have a way of consuming hours that could be spent serving customers, leading employees, or growing the business.

That's where we come in.

At Lesemann CPAs, we help business owners stay organized and informed by handling the financial details that keep operations running smoothly. From bookkeeping and payroll to tax planning and financial reporting, our team provides the support and guidance you need to make confident decisions.

Less time buried in paperwork. More time focused on what you do best.

If your back office is pulling you away from your business, let's talk.

06/23/2026

💰 Need a payroll solution? Lesemann CPAs can help!

~ Payroll Checks Prepared and Delivered On Time
~ Easy to Use Online Payroll Tools
~ Securely Printed Checks with Embedded Microencoded Standards
~ Direct Deposits on Your Behalf
~ IRS, Federal and NC State Tax Deposits and Reporting
~ Monthly, Quarterly, and Annual Tax Reports
~ W2, W3, and All 1099 Forms
~ New Hire Payroll Setup
~ Track Vacation and Accrued Days Off
~ 401k and Profit Sharing Reports

06/19/2026

🤔 Considering Hiring a Family Member to Save on Taxes?

⚠️ It's a smart idea, but proceed with caution. The IRS may scrutinize compensation paid to family members if it doesn’t align with the services they actually perform.

Need help setting up payroll the right way? Give us a call at 704-895-6966. We’ll make the process smooth and stress-free!

06/16/2026

Both traditional and Roth IRAs feature tax-sheltered growth of earnings. And both give you a wide range of investment choices. However, there are important differences between these two types of IRAs.

Contact us to help you understand these differences before you choose the type of IRA that's best for you.

06/12/2026

As we move into the second half of the year, now is an excellent time to step back and evaluate the financial health of your business.

Many business owners spend significant time planning for the year ahead, yet few pause to assess whether those plans are unfolding as expected. A mid-year review can provide valuable insight into what's working well, where adjustments may be needed, and what opportunities remain before year-end.

Are revenue and expenses tracking according to budget? Has cash flow been consistent and predictable? Have changes in your business created new tax planning opportunities? Are there operational inefficiencies that could be addressed before they impact profitability?

These are the kinds of questions that can make a meaningful difference in your year-end results.

Waiting until tax season to review your financials often limits your options. Reviewing them now gives you time to make informed decisions, implement strategies, and position your business for a stronger finish to the year.

The most successful businesses use timely financial information to guide decisions, identify opportunities, and navigate challenges with confidence.
If you’re already a client, thank you for trusting us.

If you’re ready for a stronger financial foundation, let’s talk.