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.