Specialties
Accounting, Advisory & Tax Services for Businesses and Individuals!
1. Tax Planning for Wealth Building
I offer strategic tax planning that not only maximizes your refund but also helps you grow your wealth. From optimizing deductions to minimizing liability, my tailored approach sets you up for long-term financial success.
2. Accounting & Bookkeeping
Whether you need monthly, quarterly, or annual bookkeeping, I ensure your financial records are always in order. From expense tracking to account reconciliation, I prepare your books for tax season and ongoing financial health.
3. AI-Driven Financial Solutions
I use cutting-edge AI tools to streamline your finances, optimize tax preparation, and uncover trends. This technology improves efficiency, accuracy, and offers actionable insights to save you time and money. Custom solutions built specifically for your business available as well!
4. Workflow Integration & Automation
I help automate your business processes, improving productivity and reducing errors. By integrating tools and systems, I save you time and help you focus on growing your business.
5. Business Process Optimization
I assess and design efficient business workflows to align with your goals. My solutions help your business run smoothly and grow sustainably.
6. Personalized Service
I take the time to understand your unique financial needs. Whether you're an individual or small business, my personalized approach ensures tailored solutions to meet your goals.
History
Established in 2019.
Lockhart3AS grew from an independent tax practice I began building in 2019. What started with individual tax preparation expanded as clients returned, referred others, and needed help with bookkeeping, business taxes, cleanup work, and financial organization. I later formalized that work under the Lockhart3AS name and broadened the practice to serve individuals, entrepreneurs, and small businesses.
My approach is straightforward: provide knowledgeable, dependable accounting support at a competitive price, communicate directly, and solve real problems without unnecessary complexity. I’m also willing to take on difficult or neglected situations that others may avoid, including catch-up bookkeeping, incomplete records, account reconstruction, and complicated tax or accounting issues.
I built this practice to give clients practical help, honest answers, and direct access to someone invested in finding a solution and helping them move forward with confidence.
Meet the Business Owner: JUSTIN L.
2013 Stark State College, Associates of Applied Business, Business Adminstration
2014 Stark State College, Associates of Applied Business Corporate Accounting
2016 Undergraduate Kent State University, Bachelor of Business Administration, Accounting
2026 (Expected) Graudated Ohio University, Master of Accountancy & Data Analytics
Worked for a mid-level national CPA firm as auditor and tax preparer.
Worked for a number of small office CPA and non-CPA accountants.
Contracted with another accountant to reduce their backlog in bookkeeping and tax preparation.
Self-employed as bookkeeper from 2019 to present, as well as tax preparation from 2020 to present. Consulting and Advisory from 2022 to present.
Currently studying and developing agentic AI solutions for practical use in my office to assist with administrative, marketing/sales, accounting, data analytics, tax planning, and for compliance assessment.
