Providing Legal Help With Taxes & Financial Planning

Sometimes you need a lawyer. Sometimes you need an accountant. Sometimes you need legal help regarding taxes and financial planning. The good news is The Law Offices of Lawrence Israeloff, PLLC can help you on all counts.

The Law Offices of Lawrence Israeloff, PLLC provides valuable, intelligent, and creative solutions to address our clients’ business, financial, tax and legal matters. Lawrence Israeloff, Esq., CPA, CFP® is an experienced attorney, Certified Public Accountant (CPA), and Certified Financial Planner Professional (CFP®), providing a one-stop shop for our clients’ tax, accounting, trusts and estate planning, and business management needs.

The Law Offices of Lawrence Israeloff, PLLC has helped thousands of families and their New York businesses navigate smoothly through the tricky waters of the federal, state, and local tax laws. Our multidisciplinary approach to client service ensures that our clients stay in compliance with the complex thicket of financial and business rules, regulations, and filings so they can focus on achieving their personal and business goals.

We are your lawyer, your accountant, and your tax return preparer. Due to our expansive knowledge of and long experience with tax law, trusts, estate planning, retirement planning, insurance planning, accounting, and personal financial planning, we have saved our clients millions of dollars in taxes and helped thousands of people succeed and thrive.

We can help you as well. So when you need a tax lawyer, a CPA and/or a CFP®, know that we are here for you.

Download My Free E-Book
Book cover titled Nothing But The Truth About Estate Planning, Probate, And Living Trusts by Lawrence Israeoff, Esq., CPA, featuring a fountain pen resting on a document labeled Living Trust & Estate Planning.

Download A Free Copy Of My E-Book Today

Practice Areas

Estate Planning, Probate & Trusts

Estate Planning & Trusts

Investment Planning

Financial Planning

Tax Consulting & Research

Business Formation & Agreements

Recent Posts

Couple reviewing estate planning documents together at home to update their financial and estate plan.Wills & Estate PlanningWhen and Why You Should Update Your Estate Plan
December 16, 2025

When and Why You Should Update Your Estate Plan

Many people assume estate planning is a “one-and-done” task – something you complete once and then file away for years. In reality, an estate plan should evolve as your life,…
Middle-aged woman smiling with her elderly parents while they sit at a kitchen table drinking coffee and talking about estate planning.TrustsWill ProbateWills & Estate PlanningHow to Avoid Probate: Strategies to Pass on Assets Smoothly
November 24, 2025

How to Avoid Probate: Strategies to Pass on Assets Smoothly

When families come to us for guidance, they often ask: “How do we keep our loved ones out of probate?” It’s a smart question, and one that becomes more important…
Senior couple reviewing estate planning and financial documents at home.TrustsWills & Estate PlanningHow to Ensure Your Will is Legally Valid and Cannot Be Contested
July 18, 2025

How to Ensure Your Will is Legally Valid and Cannot Be Contested

Creating a will is one of the most important steps in securing your legacy and ensuring that your loved ones are provided for after your passing. However, even the most…