An Alliance Built on Trust
Lambert Lanza, CPAs, P.A. is a prominent firm located in the Panhandle of Northwest Florida. By combining experience, energy and the passion of our staff, each client receives close personal and professional attention. Our firm takes pride in assisting business and individual clients identify and achieve their goals.
Our professionals have years of experience in Tax, Accounting, Audit, and Financial Services. We can help you with your needs of today and for many years to come. We look forward to working with you. Please call (850) 484-2900.
We can help take someLearn more
of the mystery out
of preparing for
your financial future.
Special insight and perspective to help businesses pursue their objectives and success.Learn more
Let me provide you with guidance that can help you understand and better define your financial goals.Learn more
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Tips to avoid checking in luggage on your next vacation.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A quick look at how federal income taxes work.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Recent changes in estate tax laws could affect the strategy you have in place.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Would you guess that Millennials are effectively saving for retirement? Well, they are.