Individual Tax Planning
Going beyond tax compliance, we proactively recommend tax saving
strategies to maximize your after-tax income.
Tax Compliance Professionals
Planning is key to successfully and legally reducing your tax liability during tax time. Lomness CPA professionals are available year-round to assist our clients with their individual tax planning needs. Begin your tax planning early – and maximize year-end deductions.
We offer comprehensive individual tax planning services, including:
- Retirement plan distributions
- Estate planning
- Family income
- Preparation of individual Federal and State tax returns
Our CPAs will provide a customized tax plan to suit your personal situation. We provide you with a calculated projection of your tax withholding and estimated taxes, to ensure you’re paying the proper amount. Avoid penalties and ease the burden of audits with our customized plan.
Convenient and safe online portal
With our online portal, all tax documentation can be transfered safely and conveniently.
Get started today
A free consultation will help us get a thorough picture of your financial situation. Let us be your tax experts and create a customized plan to suit your needs.