Frequently Asked Questions

Appointments can be scheduled online 24/7 at belmoorefinancial.setmore.com, or you can call the office at (717) 406-3249 during business hours. New clients are always welcome, and the booking process is quick and straightforward. Once your appointment is confirmed, you'll receive instructions on what to bring or submit in advance.

Belmoore Financial Solutions is located at 2173 Embassy Drive in Lancaster, PA 17603. The office is convenient to clients throughout Lancaster County. Ample parking is available, and virtual appointments are also offered for clients who prefer to meet remotely.

Yes — Belmoore Financial Solutions accepts document drop-offs at the front desk in the main lobby Monday through Friday, 9 AM to 5 PM. Simply bring your tax documents to the office at 2173 Embassy Drive, Lancaster, and the team will handle the preparation from there. Hours may vary seasonally, so calling ahead is always a good idea.

Absolutely. Belmoore Financial Solutions offers fully virtual tax preparation for clients who prefer to work remotely. Virtual clients can securely share documents and complete the entire process online — no in-person visit required. This option is available to clients throughout Pennsylvania and nationwide.

Belmoore Financial Solutions is open and available year-round. While tax preparation peaks January through April, the firm also provides bookkeeping, business advisory, tax planning, and business entity services throughout the year. Hours do vary by season, so calling or booking online is the best way to confirm current availability.

We prepare a full range of federal and state returns including individual (Form 1040), small business (Schedule C, S-Corp, Partnership) and rental property (Schedule E). Whether you have a simple W-2 return or a complex multi-entity situation, we can help.

Yes — small business tax preparation is a core service at Belmoore Financial Solutions in Lancaster, PA. The firm handles S-Corporation returns (Form 1120-S), partnership returns (Form 1065), sole proprietor filings (Schedule C), and LLC tax returns. Owner Lisa Belmonte, AFSP, has extensive experience helping Lancaster County small business owners minimize tax liability and stay compliant.

Individual tax preparation is one of Belmoore's primary services. Lisa Belmonte and the Belmoore team prepare personal 1040 returns for individuals and families across Lancaster County, from straightforward W-2 filings to more complex situations involving investments, Crypto-Currency, multiple income sources, or life changes. Every return comes with free $1 Million Tax Audit Defense included at no extra cost.

Yes — rental property tax preparation is offered at Belmoore Financial Solutions. Rental income and expenses are reported on Schedule E, and getting these details right matters for both compliance and tax savings. Whether you own one rental unit or several, the Belmoore team can help you file accurately and identify all eligible deductions.

Yes — Belmoore Financial Solutions provides bookkeeping services for small businesses in Lancaster County and beyond, available on a monthly, quarterly, or annual basis. Accurate books are the foundation of a healthy business and make tax season far less stressful. Bookkeeping is available as a standalone service or bundled with business tax preparation.

Business entity selection is one of the advisory services Belmoore Financial Solutions provides year-round. The right structure affects your taxes, liability, and long-term business flexibility — and the answer is different for every business. Lisa Belmonte works with entrepreneurs and existing business owners in Lancaster, PA to evaluate the best fit based on their specific goals and financial situation.

Lisa Belmonte holds the IRS Annual Filing Season Program (AFSP) credential — a recognized designation for tax professionals who complete continuing education requirements set by the IRS each year. This credential allows Lisa to represent clients before the IRS in certain matters. She is also a member of the National Association of Tax Professionals (NATP) and the PA Society of Tax and Accounting Professionals (PSTAP).

Belmoore Financial Solutions was voted Best Tax Preparation Services, Best Accounting Firm, and Best Business Advisory Services in the LNP 2025 Readers' Choice Awards — winning all three categories simultaneously. The firm has also been recognized with the Susquehanna Style Best Of Award in 2023 and 2024, and has been named a NextDoor Favorite. These awards reflect the community's trust in the Belmoore team.

Every individual and business tax return prepared at Belmoore Financial Solutions comes with Protection Plus $1 Million Tax Audit Defense and Identity Theft Restoration Services — included at no additional cost. If you receive an IRS or state tax notice, or suspect identity theft related to your tax filing, the Protection Plus team of audit defense experts handles the case on your behalf. Many other tax providers charge separately for this type of coverage.

Belmoore Financial Solutions was founded in July 2022 by Lisa Belmonte. Prior to opening Belmoore, Lisa spent years preparing taxes at established firms, building the skills and client relationships that now define the Belmoore experience. In just a few years, Belmoore has grown into one of Lancaster's most recognized tax and accounting practices, earning multiple community awards.

Belmoore Financial Solutions holds active memberships with the National Association of Tax Professionals (NATP), the PA Society of Tax and Accounting Professionals (PSTAP), and the Lancaster Chamber of Commerce. These memberships reflect a commitment to professional standards, ongoing education, and active participation in the Lancaster business community.

Belmoore Financial Solutions is based in Lancaster, PA and primarily serves Lancaster County, including the surrounding communities of Lititz, Manheim, Ephrata, Columbia, East Lampeter, and Manheim Township. Virtual appointments extend the firm's reach to clients anywhere in Pennsylvania and across the country. No matter where you are located, personalized service from Lisa Belmonte and the Belmoore team is just an appointment away.

Absolutely. Belmoore Financial Solutions serves clients throughout Lancaster County, including Lititz, Ephrata, Manheim, Columbia, and the surrounding area. Clients can come in person to the Lancaster office, drop off documents, or take advantage of the virtual appointment option from anywhere in the county.

Yes — Belmoore Financial Solutions offers virtual tax preparation for clients anywhere in Pennsylvania and nationwide. Many clients who moved away from Lancaster County continue working with Lisa Belmonte because of the trusted relationship they've built. If you prefer remote service, the virtual appointment process is straightforward and fully secure.

Yes — the Belmoore Financial Solutions office at 2173 Embassy Drive in Lancaster is accessible to clients from Manheim Township, East Lampeter, and across Lancaster County. For clients who prefer not to travel, drop-off and virtual appointment options are also available.

Yes. Belmoore Financial Solutions prepares tax returns for clients across the country through virtual appointments. Many out-of-state clients with Pennsylvania tax obligations — or former Lancaster residents who want to keep working with Lisa Belmonte — use the virtual service. The process is simple, secure, and just as personal as an in-office visit.

At Belmoore Financial Solutions, you work directly with Lisa Belmonte — the same experienced, IRS-credentialed professional every single year. There's no rotating staff, no assembly-line process, and no upsell for things that should be standard. Every return already includes $1 Million Tax Audit Defense at no extra cost, something many national chains charge separately for. The Belmoore experience is personal, thorough, and built around your specific situation.

Yes — one of the things clients value most about Belmoore Financial Solutions is the continuity. You work directly with Lisa Belmonte, who builds a real understanding of your financial picture over time. Many Belmoore clients have followed Lisa for years specifically because of this personal consistency. Tax preparation should feel like working with someone who genuinely knows you, not a stranger every filing season.

Belmoore Financial Solutions includes Protection Plus $1 Million Tax Audit Defense with every tax return filed — at no additional charge. If you receive a notice from the IRS or state tax authority, the audit defense team handles the response on your behalf. This coverage is built into every return, not sold as an optional add-on. It's one of the most meaningful ways Belmoore stands apart from other local tax preparers.

Belmoore Financial Solutions is a full-service financial firm, not just a tax office. In addition to individual and business tax preparation, the firm offers bookkeeping, accounting, business entity selection, PA business registration, business advisory services, and year-round tax planning. If you're a small business owner looking for one trusted partner to handle multiple financial needs, Belmoore is built for that.

Clients consistently describe the Belmoore experience as personal, patient, and genuinely caring — a firm where they feel like family, not a transaction. The combination of LNP award-winning service, Lisa Belmonte's AFSP credential, year-round availability, full-service capabilities, and free $1 Million Tax Audit Defense creates a value that's hard to match in Lancaster County. Many clients say they've found their tax preparer for life.