“So you’re a CPA…. can you do my taxes?”
It is a question I have fielded 100 times over 8+ years as a CPA. The person who asked the 101st time pushed me over the edge and into action.
NewAgeCPA was founded in 2022 with one objective. Make the tax filing experience as easy as possible! Hi, my name is Derek Lamle. I’m a 31 year old CPA who loves technology, personal finance, building sweet spreadsheets, and helping friends with tax questions.
I also recently left my job in public accounting. That decision freed up a lot of time from January through April. Starting this venture was based on a hunch that millennials and Gen Z’ers are tired of taking their physical tax documents to the same CPA that their parents have been working with for 20 years. I believe that young people want to work with a CPA who uses modern technology to make the tax return process as easy as possible; and all from the comfort of their couch.
What to expect from me:
-
Curiousity
To ask how life is going; and particularly how your financial life is going. Everyone deserves clarity of their financial picture. When its there, life is exciting, and I want to help you see your financial picture through a clear lens
-
Transparency
I am an auditor by trade. If you have a complex tax matter that requires specific expertise, I will let you know, and provide personalized referrals to several other CPA’s
-
Timeliness
In true accountant fashion, I operate on a first in, first out methodology. Once all your tax documents have been provided, your returns will be filed within one week, or the service is free.