Lindsey & Waldo

Lindsey & Waldo helps individuals and small business owners address tax obligations while keeping their financial records organized. The CPA firm prepares tax returns, develops year-round tax planning strategies, and represents clients during IRS audits. Its small business services include outsourced accounting, QuickBooks setup, and cleanup of existing QuickBooks records. Part-time CFO assistance gives owners access to financial guidance without hiring a full-time finance executive. The practice also prepares financial statements, reviews, and compilations and advises on business entity selection. These offerings connect accounting tasks with decisions about taxes, reporting, and business operations.

Richard A. Lindsey and Paula L. Waldo are the CPAs featured on the firm's team page. Lindsey draws on experience in a family business, while Waldo has worked in both public accounting and industry. The practice also provides estate planning guidance and assistance with tax problems, including unfiled returns and IRS collection matters. Its history reaches back to a predecessor firm established in 1955, with the current name adopted in 2015. Appointments are arranged through the office.