We believe the use of advanced technology should be standard operating procedure in our profession. Our differentiator is our old-fashioned commitment to personalization and professionalism. The LTax Executive Summary is a deliverable demonstration of this commitment.
What our executive summary includes:
- An analysis of your previous year’s tax returns (individual/joint, trust and entity)
- Observations and recommendations regarding potential impact of proposed regulatory changes.
Your LTax Executive Summary is then delivered to you during an in-person or virtual meeting.
This meeting provides us a forum to share our insight regarding your unique circumstances and to better understand you and your concerns.
To request your complimentary executive summary, please fill out the form on this page.
