Tax Planning & Preparation

Accounting & Tax Services

Tax Planning & Preparation

At LBO we are different in our approach to tax planning & preparation. Our partners are hands on and proactive. We keep up to date on tax changes and tax savings strategies.

Federal and Local Returns

Using the most up to date tax software we attempt to achieve tax savings opportunities for our business & individual clients, as well as avoiding a downside. We make use of E-filings to minimize errors and expedite refunds.

Representation

We provide representation services with the IRS, State and Local authorities. We can negotiate settlements, set-up installment payment plans, prepare offers in compromise and secure abatement of penalties.

Sales and Use Tax

We can ensure that your business is compliant with your industry in its collection and payments of taxes. We offer expertise representation in sales tax audits.

Tax Projections

At LBO, tax projections are a part of our planning process to help individuals and business owners. By providing information of the tax ramifications of a decision, pitfalls, can be avoided and assets can be maintained.