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Tax Services

The Lofy Group Tax Team

Most personal, financial and business decisions have tax consequences. Understanding the details, regulations and tax implications of financial and legal decisions can be daunting and overwhelming. The Lofy Group Tax team is here to help you minimize your tax burden while meeting your overall financial goals. By proactively working together when you make major financial decisions, we can help you determine the best tax strategies to achieve your financial goals.

Lofy CPA, PC provides advanced strategic tax planning and tax return preparation and compliance services. Our CPAs are trained and experienced in the opportunities available to highnet worth individuals and businesses, and the challenges they face. We know what a burden taxes can have on the creation, preservation and transfer of wealth, and the importance of proper reporting.

Our Tax Services include:

  • Tax Planning
  • Tax Return Preparation
  • Tax Advantage Investments
  • Trust Strategies

Legal and Tax Services are not affiliated with nor endorsed by LPL Financial.