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Lanza Financial

 

Lanza is the Spanish word for Launch; the mission of Lanza Financial, LLC is to help launch ALL people, including minorities, into the field of successful entrepreneurship by making it easy to create and manage their own business. Lanza Financial, LLC specializes in the fields of Bookkeeping, Organizational Compliance, Tax Compliance, and Consulting within in the fields of Finance, Strategy, Management, Systems & Controls, and Marketing,

Top-Notch
Bookkeeping

Lanza specializes in providing cloud bookkeeping services. We provide transaction categorization, bank reconciliation, and financial analysis service using modern cloud-based programs such as Quickbooks Online and Xero.

We make your bookkeeping easy for you.

 

Business & Personal Taxes

We have experience preparing many types of tax returns from complex individuals to complex corporations, S-Corporations, and Partnerships including quarterly estimated payments. We can also prepare many state returns, Franchise tax, Unemployment/Worker’s Compensation.

 

A-to-Z Startup

We specialize in helping you do everything you need to do to form your business the right way from the beginning. From business plan; to formation with the state; to getting an EIN; and through guiding you through website and business card design including setting up on social media.

Consulting

Lanza Lanza Financial specializes in all things business such as

  • Management consulting

  • Financial Consulting

  • Marketing Consulting

  • Strategy Consulting

  • Cloud-based Systems Selection that connect to your accounting system such as Point-of-Sale, Payroll, CRM, etc.

  • Business plan & Marketing Plan: Strategic design and Implementation Guidance

About Us

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Gilbert Avila, Founder

Gilbert graduated from Baylor University in 2016 with his Masters in Taxation. Prior to his Masters, Gilbert obtained his B.B.A in 2014 with a quadruple major in Accounting, Finance, Entrepreneurship, and Real Estate.

After graduating from Baylor, Gilbert went on to work at KPMG as an Associate in Federal Taxation preparing C-Corp, S-Corp, Partnership, and Trusts across a variety of industries from oil and gas, insurance, tech, and medical. Additionally, Gilbert also had the opportunity, during his internship prior to graduating, to work in KPMG’s advisory department in their financial management group performing consulting services for a large energy company’s CFO who wanted to revamp their Financial, Planning and Analysis department’s process.

Gilbert left KPMG to pursue an exciting role as an internal auditor for a multinational inspection company, Intertek, traveling the country and world to such places as Hong Kong and Sao Paulo to perform internal audits of the firm’s finance and operations teams. While at Intertek, Gilbert worked to ensure that the firm’s controls were being implemented and enforced in addition to ensuring proper accounting treatment and processes were being followed. Gilbert was heavily involved in the planning, execution, and reporting of full audits, audit reviews, and remote desktop audits.

Gilbert went on to help his mother at her tax practice, Master Latinos Income Tax services, which he also worked at during his high school and college years, helping prepare individual tax returns and resolving tax disputes. At Master Latinos, he focused preparing 1040’s, Schedule A’s, and Schedule C’s in addition to conducting tax research.

Although Gilbert spent several years in corporate America, his passion for entrepreneurship never left his heart. Growing up witnessing the successes and failures of his entrepreneurial parents, siblings, and family friends, molded Gilbert to have a life-long goal to be an entrepreneur and help other entrepreneurs obtain success. Gilbert is passionate about all aspects of business such as Accounting, Finance, Management, Real Estate, Marketing, and Sales. Gilbert finally acted on his dreams to start his own company. Lanza Financial, LLC was founded in August 2018 with the purpose of helping people launch and manage their businesses in the most efficient and effective manner.