About Lutz Tax Services
Tax Solutions for the Modern Era
Our Process:
Book a free 20-minute initial consultation so we can gather your tax information and extend a quote for services to be performed
Secure portal invitation via Intuit Link which consists of:
Engagement Letter
Questionnaire (about 50 yes/no/fill in the blank questions)
Document Upload
Preparation of your tax return once we have all your tax information and documentation
we will reach out for any additional information and documentation
slow, unorganized, or lazy replies can slow down the process
Zoom meeting to review and finalize your tax return on a screen share
this is a mandatory meeting
Sign and date your tax return and e-file authorizations via DocuSign and we will electronically file your tax return
We offer remote accounting and tax services such as:
We offer remote accounting and tax services to a variety of industries such as:
When it comes to tax services, not all companies are the same. If you are looking for a better tax service, we invite you to book a free 20-minute initial phone consultation to see if we can meet your high expectations.
Meet the team
Hi, I’m David A. Lutz
I earned a Bachelor of Science in Professional Accountancy from California State University, Northridge in 2016. While going to school, I volunteered as a Coordinator at the CSUN VITA Clinic, which provides free income tax preparation to low income taxpayers. I also volunteered at the Bookstein Tax Clinic, which provides free representation to low-income taxpayers facing tax disputes with the Internal Revenue Service (IRS).
Fresh-out of school with a degree, my first job was as an accounting intern at Tax Defense Partners, where I assisted the Comptroller of a large tax firm in Los Angeles in preparing internal reports and I even developed a dynamic cash flow report which helped management with decision making. Within the same company, I transitioned roles into a Financial Advisor, where I would work hand in hand, with Tax Attorney, Elizabeth Sheldon.
After working with Tax Attorney, Elizabeth Sheldon for many years, she had a new job opportunity at Leading Tax Group, which she brought me along for the ride to work as a Senior Tax Accountant. While working as a Senior Tax Accountant, I successfully passed all three sections of the Enrolled Agent exam in June of 2019. We also both worked our way up the corporate ladder and by the time I put in my resignation, we were both in the penthouse suite with window offices.
During my time working as a Financial Advisor and Senior Tax Accountant, I also started my own tax firm, LNK Tax Group, where we would prepare income tax returns and work on client bookkeeping projects. The company grew quickly, and we expanded the company into 2 offices in the greater Los Angeles area.
Lutz Tax Services LLC was formed in December of 2023, when I moved back to New York, where I continue to offer remote services such as Tax Preparation, Tax Planning and Consulting, and Tax Audit Representation.
Disclaimer:
Lutz Tax Services is not a law firm, does not hire lawyers and cannot give legal advice. This website and the services provided by Lutz Tax Services are not a substitute for legal advice from a qualified lawyer. You should always consult with a qualified lawyer for all your legal needs.
We are not CPAs – we are enrolled agents. Our enrolled agents are tax professionals who have demonstrated technical competence in the field of taxation. They are authorized by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.