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About

About Us

The LTax team conducts more than 2,000 consultations annually for families and entrepreneurs like you. Comprehensive solutions require active collaboration. LTax partners with wealth planning professionals and estate planning consultants to map out comprehensive tax mitigation strategies for our clients.

In our digitized world of virtual interaction and alternative intelligence, we believe many of our larger competitors leverage technology for the benefit of profit margin rather than client service. We have found far too many tax engagements begin and end with tax return preparation, absent initiative-taking consultation, and planning. Our approach is less about re-imagining and more about reflecting. Reflecting on what is profoundly important to our clients and leveraging technology to deliver on our commitment to client service. We embrace what used to be foundational to professional relationships; trust born of understanding and empathy. 

What Makes LTax Different?

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Proactive Collaboration
Proactive Collaboration

We proactively coordinate our efforts with your financial and estate planning teams.

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Unique Pricing Structure
Unique Pricing Structure

The LTax pricing structure is the clearest and most straight forward in the tax preparation industry.

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Tax Plan
Tax Plan

We provide you with a detailed executive summary highlighting our observations and tax planning recommendations.

Free Tax Planning Consultation

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We offer an analysis of your previous year’s tax returns – individual/joint, trust and entity – with observations, recommendations and our thoughts regarding potential impact of proposed regulatory changes. Your LTax Tax Planning Consultation is then delivered to you during an in-person or virtual meeting.

 

Our Blog

Thought leadership from the consultants at LTax. 

News and insights on tax planning, preparation and strategy for entrepreneurs and high-net-worth individuals. 

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