LTax Information

LTax is a boutique tax firm emphasizing personalization, communication, and initiative-taking responsiveness. We take a consulting approach to tax preparation and planning, ensuring regular client communication and a personalized understanding of our clients’ needs. We tirelessly research tax mitigation strategies and develop actionable recommendations for the benefit of our clients. Our Expertise High-Net-Worth Individuals and Families The LTax team specializes in tax consulting for high-net-worth individuals and wealthy families like yours. We understand the complexity of your unique situations and leverage our experience and expertise to offer bespoke tax mitigation strategies for you and your family. We have conducted over five hundred consultations for high-net-worth families over the past twelve months alone that have produced myriad solutions for a wide range of tax-related conditions. Our process emphasizes communication and collaboration with the family’s financial and estate planning teams. Entrepreneurs We identify with growth-oriented companies like yours and pride ourselves on understanding the organizational and operational tax issues facing entrepreneurs. Our managerial consulting experience allows us to extend our impact, providing owners of growing companies perspective beyond the tax return. We have had the opportunity to provide pre-transaction and post-transaction advice to early-stage shareholders of Deloitte Technology 500 Companies and Forbes Cloud 100 Companies. Our team has also provided LTax executive compensation stock option analysis and strategy recommendations for executives of Snowflake, Microsoft, Pulmonix, Uber, Aha!, Nike, Skillz and others.