Achieving Family Tax Goals
LLME's approach to providing high-quality individual tax services goes beyond basic tax return preparation. We maintain an ongoing relationship with our clients throughout the year to ensure all planning opportunities are maximized. We proactively work with our clients and help them achieve their financial goals.
Proper estate succession planning is essential in order to protect wealth and legacies. LLME utilizes a team-based approach to work with attorneys, bankers and other advisors to our clients to ensure that all aspects of their financial plan have been addressed and properly monitored. Whether our client is the grantor, beneficiary or trustee, our team provides expertise and guidance to help understand the issues and make informed decisions.
Our services include:
- Tax planning and preparation
- International and multi-state strategies
- Quarterly estimated tax payment planning
- Year-end tax planning
- IRS representation
- Retirement options
- Estate planning and tax return preparation
- Trust tax return preparation
- Entity selection
- Partnership allocation strategies
- Stock option planning
- Pension plan structuring
- Transaction structuring for optimal tax savings
- Tax liability minimization between corporations and owners
- On-going review of new tax laws, changes and opportunitie