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Tax Strategy, Planning and Filing

At Liberty Wealth Advisors, we provide tax strategies, planning, and filing for our clients. We believe the key to efficient tax filing is not how much you pay in taxes; it’s what you have left after your taxes are paid.

At Liberty Wealth Advisors, we provide tax strategies, planning, and filing for our clients. We believe the key to efficient tax filing is not how much you pay in taxes; it’s what you have left after your taxes are paid.

LWA professionals are trained in complex tax issues, including tax incentives and credits. We also take into account your entire financial life plan to enable you to leverage gifting strategies, defer income taxes and be fully prepared to evaluate the post-tax impact of decisions. This benefits clients as they move through their lifecycle.

Preparation for your tax return is the culmination of 12 months of activity and planning. As a result of our ongoing, collaborative strategic planning process, we are positioned to prepare your return properly.

LWA Tax Services include:

  • Strategic tax planning
  • Individual federal and state tax return preparation and filing
  • Corporate federal and state tax return preparation and filing
  • Estate tax planning strategies
  • Trust and estate return preparation
  • Tax research
  • Charitable gifting and use of donor advised funds