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Free Tax Planning Consultation

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 Tax Planning Consultation is a deliverable demonstration of this commitment.

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What our tax planning consultation 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.
  • A review of your unique tax situation along with tax mitigation strategies

Click here to view an example tax planning consultation.

Your LTax Tax Planning Consultation 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 tax planning consultation, please fill out the form on the right.