Tax Planning & Consulting
Tax Planning and Consulting
With a full arsenal of tools and knowledge across numerous fields and industries, our tax advisors offer a robust variety of tax planning and consulting services. From personal finances to business taxes, our advisors identify all opportunities for our clients to reduce their taxes, and we make sure they choose the avenues that will best serve them.
From personal finances to business taxes, our advisors identify all opportunities for our clients to reduce their taxes, and we make sure they choose the avenues that will best serve them.
Individual Tax Planning
Our individual tax prep services allow us to learn about each client’s lifestyle, financial goals, and needs, around which we build our strategies. We serve our individual clients beyond a seasonal basis. Our tax advisors implement year-round planning to help our clients achieve their financial goals.
Business Tax Prep
With our business tax prep services, our clients can get back to what they love, knowing that their books are clean and the best avenues for tax savings are being utilized.
Ready to Get Started?
We are just a click away…
Beyond Tax Planning
At Lifetime Tax, our advisors do way more than tax planning – from serving as your go-to for business consulting to planning your estate and retirement, our team has the knowledge, tools, experience, and passion to help you meet – and even exceed – your goals!