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logotype
  • Home
  • About Us
    • Our Team
  • Services
    • Tax Planning & Compliance
      • Income Tax Return Preparation
      • International Tax Compliance
      • Tax Consulting
      • Estate Planning
    • Audit & Assurance
      • Financial Statements
      • Employee Benefit Plan Audits
    • Risk Advisory
      • Internal Audit Outsourcing
      • Sarbanes–Oxley
        Assistance (SOX)
      • System & Organization
        Control (SOC)
      • Other Advisory
    • Accounting & Advisory
      • Accounting & Bookkeeping
      • Payroll Outsourcing
      • Accounts Payables Management
      • Advisory Services
  • Resources
    • Individual Intake Forms
    • Business Intake Forms
    • Make a Payment
    • Upload Documents
  • Careers
  • Insights
CONNECT WITH US
MAKE A PAYMENT
  • Home
  • About Us
    • Our Team
  • Services
    • Tax Planning & Compliance
      • Income Tax Return Preparation
      • International Tax Compliance
      • Tax Consulting
      • Estate Planning
    • Audit & Assurance
      • Financial Statements
      • Employee Benefit Plan Audits
    • Risk Advisory
      • Internal Audit Outsourcing
      • Sarbanes–Oxley
        Assistance (SOX)
      • System & Organization
        Control (SOC)
      • Other Advisory
    • Accounting & Advisory
      • Accounting & Bookkeeping
      • Payroll Outsourcing
      • Accounts Payables Management
      • Advisory Services
  • Resources
    • Individual Intake Forms
    • Business Intake Forms
    • Make a Payment
    • Upload Documents
  • Careers
  • Insights
logotype
logotype
  • Home
  • About Us
  • Our Team
  • Tax Planning & Compliance
    • Income Tax Return Preparation
    • International Tax Compliance
    • Tax Consulting
    • Estate Planning
    • Financial Planning
  • Audit & Assurance
    • Financial Statements
    • Employee Benefit Plan Audits
  • Risk Advisory
    • Internal Audit Outsourcing
    • Sarbanes–Oxley Assistance (SOX)
    • System & Organization Control Solutions (SOC)
    • SOC for Cybersecurity
    • Other Advisory
  • Accounting & Advisory
    • Accounting & Bookkeeping
    • Payroll Outsourcing
    • Accounts Payables Management
    • Advisory Services
  • Resources
    • Individual Intake Forms
    • Business Intake Forms
    • Make a Payment
    • Upload Documents
  • Careers
  • Insights
  • Connect With Us
  • Make a Payment
Tax Consulting
HomeTax Consulting

Effective Strategies. Optimal Results.

Tax planning is an important aspect of the total financial planning process and LerroSarbey provides tax services that focus on our clients’ success. We can assist with structuring, provide up-to-date information on tax legislation, or assist with examinations by tax authorities.

Extensive Experience Tax Consulting

Strategic tax planning opportunities to minimize or defer income, estate, and gift taxes

Coordination of personal and business tax issues with a focus on minimizing taxes

Timely advice on acquisition sale-related tax issues and tax returns

Representation in tax controversy

Coordination of correspondence with tax authorities

Charitable giving tax planning: Develop strategies for achieving your charitable goals, including setting up donor-advised funds or private foundations.

Transform your financial strategy into a pathway to success with LerroSarbey.

As your strategic partners, we are committed to guiding you through the complexities. Our expertise in tax planning, compliance, and cutting-edge solutions ensures your financial goals are within reach.

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561-995-0064

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Boca Raton

1499 West Palmetto Park Rd
Ste. 107
Boca Raton, FL 33486

Fort Lauderdale

500 East Broward Blvd
Ste. 1650
Fort Lauderdale, FL 33394

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