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Tax Planning, Preparation and Consulting for Entrepreneurs

LTax is a dynamic firm with an entrepreneurial spirit. We identify with growth-oriented companies like yours and pride ourselves on understanding the organizational and operational tax issues facing entrepreneurs.

Our managerial consulting experience allows us to extend our impact, providing owners of growing companies perspective beyond the tax return.

We have had the opportunity to provide pre-transaction and post-transaction advice to early-stage shareholders of Deloitte Technology 500 Companies and Forbes Cloud 100 Companies. Our team has also provided LTax executive compensation stock option analysis and strategy recommendations for executives of Snowflake, Microsoft, Pulmonix, Uber, Aha!, Nike, Skillz and others.  


Tax Consulting Services for Entrepreneurs

  • Entity Structure
  • Pre-Transaction Planning
  • Post-Transaction Planning
  • Qualified Small Business Stock (IRC section 1202)
  • Rollover of Qualified Small Business Stock (IRC section 1045)
  • Executive Compensation Consulting
  • Qualified and Non-Qualified Stock Option Analysis
  • Qualified Retirement Plan Consulting
  • Non-Qualified Retirement Plan Consulting – Top-Hat Plans (IRC section 415)
  • Succession Planning
  • State Relocation Analysis
  • Estate and Trust Planning

Tax Preparation Services for Entrepreneurs

  • Individual Income Tax Returns
  • Fiduciary Tax Returns
  • State and Local Tax Returns
  • Entity Tax Returns

Free Tax Planning Consultation

LTax-Executive-Summary_3D-Mockup (4)

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.

What Makes LTax Different?

Proactive Collaboration
Proactive Collaboration

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

Unique Pricing Structure
Unique Pricing Structure

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

Tax Plan
Tax Plan

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

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.