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    • Home
    • About
      • Firm News
      • Giving Back
      • Memberships
      • Meet Our Team
      • Testimonials
      • Why Choose Lakkis CPA
    • Services
      • Assurance
      • Business Advisory
      • Financial Planning
      • Outsourced Accounting
      • Tax Planning
      • Tax Preparation
    • Knowledge Center
      • Industry News
      • Helpful Links
    • Contact Us
    • Client Center
      • Client Payment
      • Client Portal

  • Home
  • About
    • Firm News
    • Giving Back
    • Memberships
    • Meet Our Team
    • Testimonials
    • Why Choose Lakkis CPA
  • Services
    • Assurance
    • Business Advisory
    • Financial Planning
    • Outsourced Accounting
    • Tax Planning
    • Tax Preparation
  • Knowledge Center
    • Industry News
    • Helpful Links
  • Contact Us
  • Client Center
    • Client Payment
    • Client Portal

TAX PLANNING

Whether you are a high-net-worth individual, a partnership or  corporation, your bottom line depends on  the most effective tax strategy.  You will appreciate our  proactive tax planning approach that helps you incorporate tax  perspectives into decisions—keeping you profitable and in compliance.  Plus, we look for ways to minimize your taxes throughout the year—not just at the end of the year.

Take advantage of all the latest tax deductions and credits available with our tax planning services.  From state and local tax issues to federal tax concerns, your wonderfully team is quite adept at making sure you comply with tax laws and regulations.  Plus, you will have the most  sophisticated level of personalized client service to help you minimize your tax burden and plan for your future.

Our knowledge base allows us to address day-to-day, as well as complex issues.  We stress the importance of tax planning and  finding practical, creative and unique strategies that result in  minimized tax obligations. 

  • Qualified Business Income (QBI) tax advice
  • Retirement planning 
  • Strategic multi-year structuring alternatives 
  • Tax minimization 
  • Charitable giving 
  • Debt management 
  • Estate and trust planning 
  • Multi-state tax planning and consulting
  • IRS and state tax credits 
  • Assistance with stock options, restricted stock units (RSU), and other stock compensation 

CONTACT US

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