Tax Planning & Consulting Service

The image shows two people working together at a desk, with two laptops open. One person is writing or pointing at a document that appears to contain notes or calculations, while the other person listens or observes.

Proper tax planning is the key to successfully and legally reducing your tax liability. At Lutz Tax Services, we don’t just worry about tax compliance, but we proactively recommend tax saving strategies to maximize your income, tax deductions, and tax credits. We are licensed professionals with over a decade of experience, and we make it a priority to follow the current and complex tax code. We make sure that businesses and individuals pay the lowest amount of taxes allowable by law. We take pride in our tax consulting and identifying key tax planning opportunities that minimize both your current tax liability and future tax liabilities. Our services will help you quickly address any issues currently affecting your finances and will help you get the tax benefits you deserve.

Our Tax Planning and Consulting services for businesses and individuals include:

  • Strategic tax planning for businesses

  • Strategic tax planning for individuals

  • Maximizing tax deductions

  • Maximizing tax credits

  • Legal entity optimization

  • Retirement and wealth accumulation planning

  • Alternative minimum tax planning

When it comes to tax planning and consulting, not all companies are the same.  If you are looking for a better tax planning and consulting service, we invite you to book a free 20-minute initial phone consultation to see if we can meet your high expectations.