Individual & Family Tax Services: Maximize Wealth and Secure Your Legacy

Tax planning is most effective when the tax filer and their CPA have a relationship and year-round communication about investments, assets, real estate, and other life events. In addition, it’s important that we collaborate with your attorneys and financial advisors so that the full range of objectives and risk factors can be considered. Guidance from your full team can lead to reducing and deferring current and future taxes which maximizes available cash for long-range financial strategies such as investments, education funding, retirement planning, gifting, charitable giving, and long-term care.

When a person passes, the last thing a family in mourning wants to deal with is the financial aspect of tending to their loved one’s affairs. At LGA, we’re relationship focused, often cited as mentors and friends by clients, so clients trust us for step-by-step guidance through the estate tax process including estate tax returns and fiduciary income tax returns. We work closely with attorneys and personal representatives to identify the estate’s assets, pay debts, and distribute assets in accordance with the will to close out the estate.

Affluent families often use gifting as a way to help their future generations during their lifetimes. LGA is well versed in all aspects of this tax planning strategy and can help you with gift tax planning and compliance to maximize the amount you can pass on to your beneficiaries free of federal gift taxes.

Please exercise caution when communicating with someone claiming to be from the IRS or state agencies as there is a considerable amount of fraud in this area. If you need help with a legitimate IRS or state tax notice or audit, LGA can help. Our tax professionals have decades of experience working with these regulatory agencies to resolve notices and audits stemming from a variety of causes, whether due to taxpayer oversight or neglect, or improper assessments due to the lack of substantiation or explanation. We can file amended tax returns as necessary and even assist non-filers to become current through the filing of prior year tax returns. Let our team represent you and communicate with the IRS or state agency on your behalf.