Tax Services
We prefer a proactive approach to tax services rather than a reactive one. By staying up to date on new tax laws and legislation, we can identify key tax planning opportunities to minimize your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include, but are not limited to:
- Tax planning and tax return preparation
- Taxing authority representation
- Tax effects of buying/selling a business
- IRS Representation
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered organization, our experienced staff can develop strategies that take advantage of new laws and regulations. We don’t look at tax planning in the vacuum of the present year. We take time to integrate the past and future to provide the best overall planning advice.
IRS Representation
Over the years, our experience dealing with many taxing authorities has enabled us to achieve a level of competence that ensures our clients are properly represented before the various federal and state agencies. (we even alert you if IRS money is waiting, too!)
If you are facing an IRS Tax Audit, you will need professional, experienced tax representation. It’s no joke; they just “won’t” go away and forget about you.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Ensuring business continuity and ownership succession is essential for business owners. We can guide you through the complex process of getting your financial affairs in order.
Lotito & Lazzara offers a wide range of services to help our clients reach their business and personal financial goals. View some more of our services below.