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Lockhart3AS
Accounting, Taxation, and AI Advisory Services
Lockhart3AS
Lockhart3AS
Accounting, Taxation, and AI Advisory Services
  • Opportunity to Accelerate

    Outsource the grind. Automate the flow, Grow without friction. Stay in motion.
  • Liquidity Unleashed

    Turn unpredictable cash flow into your most powerful asset. Intelligent finance management built for solopreneurs & small teams.
  • Sell Great Service, Supported by Your Accountant

    AI has not only revolutionized the way we do business, but also lead to an overwhelming deluge of tech choices. I dont want to sell you on the next big application, I want you to sell you on spendnig more time growing your business. I will handle the back office tech.

Manage Your Long-Term Wealth

Tax planning isn’t just about lowering your bill—it’s about creating a clear, strategic path to long-term wealth. By mapping out the next 12–24 months, we help you time key decisions, structure income, and maximize credits in ways that build lasting financial strength. Our approach turns taxes from a burden into a powerful tool for growing what you keep.
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Prepare For Tomorrow, Today

Tax season is too late to change the outcome of tax filing. To manage your liabilty, you have get ahead and be proactive. The key to any financial or tax planning is awareness. There are deductions and credits in the tax code that most people either dont know about, or simply dont take advantage of. That home improvement project you have been thinking about? Lets talk about how you can offset the upfront cost with a larger refund next year. Want to retire early? Lets put a strategy together so you can start building that nest egg. Have children you want to send to college but dont think you can afford, or dont want to be saddled with student loans? With the right plan, you and your child can pursue higher education worry-free. 


You can have your own tax advisor for less than you think. I strive to get you the right answers, the best outcomes, and I do it for less because what I am passionate about. As your trusted tax advisor, I am available year-round whether your on a monthly, quarterly, or semi-annual service subscription. 

Building a brighter tomorrow—today

Unburdened, Poise for Growth

Imagine yourself free of the flood of technology. What would you do with that freedom? Lets find out! As your tech-saavy accountant, I will quietly handle the systems that make your business run smoother—without adding noise or complexity. While you focus on what matters: growing your business, increasing customer satisifaction, and spend more time with your family.

Client Accounting & Advisory Services   

Your trusted from New Years to New Years Eve. 

Private Accounting

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Business Consulting


AI-Integrated Solutions

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Testimonials & Reviews

Long-Term Wealth

As a paid professional, I know how to use the tax code to manage your tax liabilty and create predictable outcomes year after year.  I teach my clients not to focus on refunds, but how to invest their hard-earned money in growth strategies so they can retire comfortably and pass on their estates without a tax bill. 

Focused on You & Your Goals

As your trusted advisor or business consultant, I am here to help you elevate yourself, your business, and provide the insight and expertise you need to achieve new heights. 

Set Up For Success

small business and entrepreneurship are vital not only to our economy but also to ourselves in pursuit of life-long goals or simply following our passions. I can help you get started with choosing the right entity, making the right elections, and advising on when to change it. Making the right choices early is key to longevity. Learn from my experience and what I have learned from helping other business owners recover from unguided missteps.

Individuals & Businesses

I dont specialize in individual needs or business growth - I specialize in people. Whether you are planning ahead, wrestling with lifes challenges, or recovering from bad advice, rest assured this I excel at. I am a problem-solver. Bring your unfiled returns, messy books, or financial struggles and I will help you get back on track. 

What we do

We specialize in providing the best financial services. Everything we do is aimed at creating the best results