Tax Planning and Personal Financial Planning

Proper tax planning is a crucial aspect of financial management for businesses and individuals. It not only helps in saving time and money but also helps in maximizing the benefits of the constantly changing federal and state tax laws. This requires regular communication with a tax expert who can guide individuals and businesses on the appropriate steps to take to lower their taxes and put more money in their pocket.

Year-Round Tax Planning Services

Many clients only meet with their Certified Public Accountants (CPAs) during tax time, where the main focus is on completing and filing their income tax returns. This leaves little room for clients to ask questions about the benefits of long-term tax planning or other important financial planning concerns.

Fortunately, The Law Offices of Lawrence Israeloff, PLLC offer year-round tax planning services. Our tax attorneys are available to advise clients on income tax law changes and tax planning strategies in a broad range of financial areas. We take the time to thoroughly review our clients’ financial situations, help them understand their options, and make the best decisions to minimize their taxes. Clients are encouraged to discuss their important financial issues with us whenever they arise.

Our Tax Planning and Tax Return Preparation Services

We offer a range of tax planning and tax return preparation services to our clients. These include:

• Federal, state and local personal income taxation
• Federal, state and local business taxation
• Trust planning and taxation
• Gift planning and taxation
• Estate planning and taxation
• Personal financial planning
• Transactional tax consulting and research
• Quarterly estimated tax payment calculations
• Future tax projections

Additional Legal Services

In addition to tax planning and tax return preparation services, we also offer the following legal services to our clients:

• Trust and estate administration
• Business entity formation
• Partnership agreements
• Limited Liability Company operating agreements
• Stockholder agreements
• Buy-sell agreements
• Purchase and sale agreements

Contact Us

If you need assistance with tax planning or any of the legal services we offer, do not hesitate to contact us. We are committed to providing our clients with the best possible service and advice to help them achieve their financial goals.