Expert Financial Guidance for Your Business

Lazo Financial Group is your trusted partner for comprehensive financial services in Lenoir, NC. With over 35 years of combined experience, our licensed and certified agents and staff are dedicated to providing hands-on, transparent, and educational financial solutions. As a local, family- and woman-owned business established in 2015, we understand the unique needs of our community and offer a wide range of services to help your business thrive.

Our Services

At Lazo Financial Group, we pride ourselves on our competitive rates, bilingual capabilities, and commitment to 100% transparency. Our team is fluent in both English and Spanish, ensuring clear communication and understanding for all our clients. We also provide guidance on business insurance in Lenoir, NC, helping you safeguard your assets and minimize risk.

We handle everything for you, from basic bookkeeping to complex financial audits, allowing you to focus on what matters most – growing your business. As a minority-owned company, we bring diverse perspectives to the table, offering innovative solutions tailored to your specific industry and financial goals. Get in touch with us today!

  • At Lazo Financial Group, we're here to simplify your tax journey. Our comprehensive personal income and tax credit services are designed to meet your unique financial needs. We offer a wide range of tax solutions, including:


    • Personal income tax services

    • Business taxes accounting

    • Estate taxes accounting

    • International tax services

    • Nonprofit tax accounting

    • Sales taxes accounting

    • Tax planning and consulting

  • Navigating international tax complexities can be daunting, but Lazo Financial Group is here to simplify the process for you. Our comprehensive international tax services cater to individuals and businesses dealing with cross-border financial matters. We offer:


    • Foreign income reporting

    • Expatriate tax planning

    • Transfer pricing strategies

    • Global tax compliance

    • International estate planning

    • Cross-border mergers and acquisitions tax advice

    • Foreign tax credit optimization

  • At Lazo Financial Group, we provide comprehensive accounting and financial services tailored to meet your unique needs. Our dedicated team offers a wide range of solutions to help you manage your finances effectively and achieve your financial goals. Our services include:


    • Accounting and financial services

    • Audit services

    • Bookkeeping and recordkeeping

Work With Us
Work With Us
A white desk with black leather-bound books and notebooks, with white shelves above holding more black books, in a well-lit room.

Bookkeeping & Recordkeeping Services

At Lazo Financial Group, we understand that managing your finances can be overwhelming. That's why we offer comprehensive bookkeeping and recordkeeping services to help you stay on top of your financial game.

Our team of skilled professionals is here to take the stress out of managing your books, allowing you to focus on what you do best – running your business. Our services include:

  • Financial statement preparation

  • Bank reconciliation

  • Accounts payable and receivable management

  • Payroll processing

  • Tax preparation assistance

  • Cash flow management

  • Budget creation and monitoring

A construction worker wearing safety gear, including a helmet and gloves, working with a power drill and other tools on a long wooden beam in a building under construction.

Industry-Specific Tax Services

At Lazo Financial Group, we understand that each industry has unique tax requirements and challenges. Our specialized industry-specific tax services cater to various sectors, ensuring your business receives tailored financial guidance. We offer comprehensive tax solutions for:

  • Construction accountants

  • Healthcare accountants

  • Nonprofit accountants

  • Real estate accountants

  • Retail accountants

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Healthcare Accounting Services

At Lazo Financial Group, we understand the unique financial challenges faced by healthcare providers. Our specialized Healthcare Accounting Services are designed to streamline your financial operations, allowing you to focus on what matters most – patient care.

We offer a comprehensive suite of services tailored to meet the specific needs of medical practices, clinics, and healthcare facilities in Lenoir, NC and beyond. Our services include:

  • Medical billing and coding

  • Revenue cycle management

  • Financial reporting and analysis

  • Tax planning and preparation

  • Payroll processing

  • Budgeting and forecasting

  • Compliance and regulatory support

  • Practice management consulting