Tax Planning and Consulting

Proper tax consulting and tax planning is the key to successfully and legally reducing your tax liability. At Lutz Tax Services, I do not just worry about tax compliance, but I proactively recommend tax saving strategies to maximize your income, tax deductions, and tax credits. I am a licensed professionals with over 10 years of experience, and I make it a priority to follow the current and complex tax code. I make sure that businesses and individuals pay the lowest amount of taxes allowable by law. I take pride in our tax consulting and identifying key tax planning opportunities that minimize both your current tax liability and future tax liabilities. My services will help you quickly address any issues currently affecting your finances and will help you get the tax benefits you deserve.

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

  • Maximizing Tax Deductions

  • Maximizing Tax Credits

  • Legal Entity Optimization

  • Legal Tax Loopholes

  • Incentive Stock Options (ISO) & Non-qualified stock options (NQSO)

  • Sale of Capital Assets

  • Retirement Tax Planning