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Individuals and Families

Tax Planning, Preparation and Consulting for Individuals and Families

The LTax team specializes in tax consulting for individuals and families like yours. We understand the complexity of your unique situations and leverage our experience and expertise to offer bespoke tax mitigation strategies for you and your family. We have conducted more than 2,000 consultations for individuals and families over the past twelve months alone that have produced myriad solutions for a wide range of tax-related conditions.

Our process emphasizes communication and collaboration with the family’s financial and estate planning teams.

Your LTax team has experience beyond tax consulting and preparation. Our experience in wealth management, financial planning, managerial consulting, and transaction advisory allows our clients to feel as though they have their own family office tax advisor.


Tax Consulting Services for Individuals and Families

  • Investment-related tax mitigation strategies
  • Tax minimization withdrawal strategies
  • Dynamic tax planning relating to Internal Revenue Service code changes
  • State relocation analysis
  • Net unrealized appreciation (NUA) tax strategies
  • Pre-transaction consulting
  • Employee compensation consulting
  • Qualified and non-qualified stock option analysis
  • Real estate tax strategies
  • Philanthropic planning
  • Qualified Small Business Stock (QSBS) planning

Tax Preparation Services for Individuals and Families

  • 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, individuals and families.