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
How we helped a corporate executive understand her compensation program and develop a strategy for tax efficient diversification.
Read MoreHow we used our LTax review and executive summary process to help a dentist and his family reduce their taxes.
Read MoreEntrepreneurs and Business Consulting
How we helped a young successful entrepreneur save income and estate taxes while addressing his philanthropic life goals.
Read MoreHow we helped a non-profit organization (IRC Section 501(c)(7)) retain key employees in a highly competitive labor market.
Read MoreLTax 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.