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Client Successes

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. Learn how we've partnered with our clients to achieve their goals.

Individuals and Families

Entrepreneurs and Business Consulting

LTax is a boutique tax firm emphasizing personalization, communication, and
initiative-taking responsiveness.

We take a consulting approach to tax preparation and planning, ensuring regular client communication and a personalized understanding of our clients’ needs. We tirelessly research tax mitigation strategies and develop actionable recommendations for the benefit of our clients.

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.