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Our Solutions

Tax Planning, Preparation and Consulting Services

LTax is a boutique tax firm emphasizing personalization, communication, and initiative-taking responsiveness. We have found far too many tax engagements begin and end with tax return preparation, absent proactive consultation, and planning.

That’s where LTax comes in. 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.

Who We Serve:

LTax Tax Consulting and Planning Services

  • Tax Preparation Services
  • Individual Income Tax Returns
  • Fiduciary Tax Returns
  • State and Local Tax Returns
  • Entity Tax Returns
  • Tax Consulting Services
  • 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

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.