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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Saturday 9am - 12pm

Lori E Wattelet, CPA

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United States
Roseville, CA
Lori E Wattelet, CPA

We are a full-service Tax and Accounting Services firm licensed in CA. We are affordable, experienced, and friendly. Lori E.

We offer a broad range of services for business owners, executives, and independent professionals. Wattelet (LEW) brings over 15 years of experience to the table. LEW graduated with honors from California State University, Sacramento in 2009. She spent 13 years at a local accounting firm, gaining extensive knowledge in both tax and audit departments, and mastering GAAP and the Tax Code. In addition, LEW is a Certified Quickbooks Pro-Advisor. In addition to her public accounting experience, LEW served as a Controller for a law firm in the private sector. Her passion for client interaction led her back to public accounting, where she thrives on helping clients with their accounting needs and becoming a trusted business partner.

10/05/2026

With more tax law changes taking effect this year, don’t wait to talk with us until it’s time to prepare your 2026 tax return next year. By then, it will be too late to implement most tax strategies that could reduce your April 15, 2027, tax bill (or increase your refund). Let’s review your situation now. Call us at (916) 297-6880.

10/01/2026

Are you thinking of launching a new business as a C corporation? Beware of double taxation. First, the company will pay tax at the entity level. Then the individual shareholders may owe additional tax when they receive dividends and other taxable distributions or sell their shares. Reducing corporate taxable income can lessen the impact. For example, the company can generally deduct reasonable salaries, bonuses and eligible fringe benefits provided to shareholder-employees. This strategy also has potential downsides. Choosing your business entity requires careful consideration. Contact us at (916) 297-6880 to compare your options and determine whether a C corporation is the right structure for your start-up.

09/30/2026

You may be eligible for the Child and Dependent Care Credit if you pay for care so you can work. For 2026, the credit for lower-income taxpayers increases from 35% to 50% of the first $3,000 of qualified expenses for one child ($6,000 for two or more children). Some middle-income taxpayers may also qualify for a larger percentage than in prior years. Call us at (916) 297-6880 to learn how the updated rules may apply to your family.

09/29/2026

What do pumpkin patches, ski resorts and ice cream shops have in common? Their revenue ebbs and flows throughout the year, but many costs are year-round. This can create cash shortfalls. If you operate a seasonal business, consider these four tips to manage cash flow better: 1) prepare rolling forecasts, 2) use data to plan inventory, staffing and marketing, 3) monitor receivables, inventory and payables, and 4) set aside peak-season cash and arrange financing before it’s needed. After the busy season, compare actual results with your forecast and apply what you learn to the next cycle. Contact us at (916) 297-6880 for help implementing these strategies and assessing your cash-flow needs.

09/28/2026

If you’re age 50 or older, a great way to enhance your retirement nest egg is to make “catch-up” contributions to your 401(k), 403(b), 457 plan, SIMPLE or IRA. And workers age 60 to 63 can potentially boost their 401(k) or other employer-sponsored retirement plan up to 150% of the regular catch-up limit. For 2026, this means an extra contribution of $11,250 ($5,250 for SIMPLEs). Want to make the most of tax-advantaged savings opportunities? Contact us at (916) 297-6880.

09/24/2026

Payroll administration can be challenging for small business owners — and errors can be costly. Common trouble spots include incorrect withholding, late tax deposits, and failure to include taxable bonuses, awards or fringe benefits in employees’ wages. Mistakes can happen even with payroll software or an outside payroll provider. Reducing your risk requires two things: formal review procedures to identify problems quickly and prompt action to correct them. We can help you comply with your payroll tax obligations. Contact us at (916) 297-6880 if you discover a payroll error or have questions about the applicable rules.

09/23/2026

Owning assets jointly with your adult child can invite unwelcome tax consequences that may outweigh potential benefits. For example, owning an asset together as “joint tenants with right of survivorship” can open up transfer tax exposure. If you add your child to the title of property you already own, it may be considered a taxable gift of half the property’s value. And when you die, half of the property’s value will be included in your taxable estate. A properly designed trust can be a more tax-efficient option. Call us at (916) 297-6880 for details.

09/22/2026

An external audit provides reasonable assurance that your financial statements are free from material misstatement, but it doesn’t examine every transaction or guarantee it will detect all errors or fraud. Lenders, investors, surety companies or government agencies may require a business to provide audited financial statements. Even when an audit isn’t required, audited statements may strengthen the credibility of your financial reporting with stakeholders. Whether an audit is required or voluntary, early preparation can make the process more efficient. Call us at (916) 297-6880 to discuss your upcoming audit and identify steps you can take now to get your books and records audit-ready.

09/21/2026

As a small business owner, it’s easy to think of a succession plan as involving only two people: you and your successor. But a smooth transition may also require support from managers and other key employees. Communicating thoughtfully about your intentions and progress can help build confidence, reduce uncertainty and keep the business moving forward. Contact us at (916) 297-6880 for help addressing the tax, financial and strategic aspects of your plan.

09/17/2026

To attract and retain skilled workers, your small business needs to offer more than competitive pay. Your benefits package matters, too. Tax-free fringe benefits may be especially valuable to employees. Examples include many types of insurance (health, disability, long-term care and life), assistance plans (dependent care, adoption and educational) and transportation benefits, subject to certain limits. The One Big Beautiful Bill Act also changed some fringe-benefit tax rules for 2026 and beyond. Open enrollment is right around the corner for many businesses. As you review your 2027 benefits package, contact us at (916) 297-6880 for help evaluating your offerings and fine-tuning them as needed.

Address

2999 Douglas Boulevard, Suite 180
Roseville, CA
95661

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 12pm

Website

https://www.lewcpa.com/

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