Tax Services

Our Strategies, Your Peace of Mind™

Whatever your financial goals are, our tax advisors can work with you to develop a strategy that will help you reach them. 

tax services

TaxPro CFO™ For Business

Our TaxPro CFO services take care of your yearly accounting and tax planning, leaving you with the money you deserve! We help you track your business and protect yourself in the event of IRS audits.

lifetime tax

Real Estate Tax for Professionals & Investors

With our extensive knowledge of the forms and deductions within the real estate tax world, our experts can identify the best planning opportunities to save you time and money!

tax services

Tax Reduction Consulting

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.

tax services

Family Office Services

We guide investment, tax, and estate planning to philanthropic and education planning for successful families. Our team builds long-term relationships with our clients for long-term financial growth and security.

Additional Tax Services

Additional  Tax Services

Business Tax Preparation

Helping businesses grow is a part of why we love doing what we do! 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. 

Business Consulting

Our strategies evolve with your business. We work with our clients to plan around the factors that will maximize their company’s value and position within their industry. We strive to be the first people you call when it’s time to make major decisions.

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Individual Tax Preparation

Our individual tax prep services allow us to learn about each client’s lifestyle, financial goals, and needs, around which we build our strategies. With year-round tax planning, our strategies evolve as your needs and goals change, allowing for continued growth.

Estate & Trust Planning

From fiduciary income tax and estate tax to gift tax returns, our advisors maintain current knowledge of estate tax laws and how any changes along the way will impact your plans. Our goal is to maximize your premium dollars, with the blessing of the IRS.

Succession & Generational Wealth Transfer Planning

As a sister company to Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc. is uniquely positioned to provide in-depth, reliable tax advice for anything from asset management to retirement planning.

Asset Protection Strategies

As our tax advisors continue to gather and assess your past and present tax situation, we build strategies with an eye on the future. We work with you to establish future goals, and we identify the right tax planning strategies to help you reach them.

We are all about
the numbers…

Years of Tax
Experience

Number
of Clients

Real Estate
Doors

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