Tax Services

Tax Services

Creative Strategies Means Reduced Taxes and Higher Profits For You!

Lawrence & Lewis brings over 80 years of combined experience to each client, project and business. With our extensive experience, technical knowledge and innovative approach, we develop tax strategies that help you retain more of what you earn.

We all also have in-depth experience with federal and state tax examinations, protests, appeals and ruling requests. If you have a complex tax issue and require an immediate resolution, please contact us.

Our tax services include:

  • Tax planning
  • Individual, partnership & corporate tax compliance
  • Trusts and estate planning
  • Sales and use tax
  • Property tax
  • Resolutions of IRS and local audits and compliance issues
  • Negotiations with tax authorities
  • Life event strategies
  • Simple and complex trusts
  • Grantor trusts
  • Bankruptcy estates
  • Estate and gift tax returns
  • Sole proprietorship issues
  • Rental and other passive activity compliance
  • Multi-state income tax returns
  • Retirement planning
  • Preparation of Form 990 or Form 990PF (annual tax return for non-profit entities and private foundations
  • Planning with regard to the minimum distributable amount from private foundations

To learn how we can structure your tax approach and assist with your tax planning, please contact us.

Our professionalism, experience, and steadfast commitment to clients distinguish us as a leading tax and consulting firm.