Personal Tax Planning
and Preparation Services

 

At LBA, we realize that taxes can be challenging, complex and an impediment to meeting lifestyle and retirement goals. LBA has over four decades of experience in helping clients avoid tax consequences that might undermine progress toward achieving or maintaining their goals. Let our team of experts help you craft a tax management program to meet your needs.

Tax Planning and Implementation

Careful tax planning is not an annual exercise, but requires year-round attention to changing circumstances and monitoring of ever-changing tax regulations. We continually apply our experience and employ the latest technologies to help you minimize or defer tax liabilities and uncover all potential advantages.

Estate and Trust Planning

Providing for orderly transfer of personal assets can be a difficult process. Though many understand the need for such a process, some never get around to doing it. Your LBA team can guide you and provide the assistance you need to begin moving in the right direction on issues that are often emotionally charged. You will be confident that you have the solution that is right for you. And we don't stop there. We continually monitor changes in your personal situation that might require amendments to your existing plan documents, so that the optimal solution today remains optimal tomorrow.

Tax Return Preparation

Our long-term client relationships speak volumes about LBA’s high-quality and timely service. And that is exactly what you need when it comes to tax return preparation. You can count on our decades of experience, professionalism and investment in the latest technologies to get your return prepared efficiently and accurately, and always with your best interests in mind.