Tax Planning
You Can Count On

"I used to feel like I was writing huge checks to the IRS every year without really knowing why. When I met with LPW, they took the time to look at my past returns and noticed deductions I’d been missing for years. They explained everything in plain English and even filed amended returns for me. I’m not just saving money now, I understand why. I’m grateful they caught what I didn’t know to look for."

"My bookkeeping was a mess. I had receipts in boxes, a spreadsheet that hadn’t been touched in months, and no idea what my numbers meant. LPW set me up with a system that actually works for me and walked me through how to keep it up to date. Now, I can open a report and know exactly where I stand. It’s such a relief to have order instead of chaos."

"Last year I was blindsided by a huge tax bill. I didn’t want to feel that stress again. LPW showed me how to make quarterly payments and adjust my withholdings so I’d be ready when tax season rolled around. This year, no surprises. Just peace of mind. I can’t tell you how much weight that lifted off me."

"When new state tax rules came out, I had no idea how they affected my non-profit. LPW broke everything down so I could understand what applied to us and what didn’t. They updated our filings and gave us a checklist to follow going forward. I left their office feeling confident instead of overwhelmed."

"I kept hearing that I should switch from an LLC to an S-Corp but I didn’t really know why. LPW walked me through the pros and cons, ran the numbers for both, and helped me make the choice that fit my goals. I feel like I’m finally set up for the future instead of guessing."

"My old accountant only called me once a year at tax time. LPW is different. They check in with me every quarter to look over my financials and talk through any big decisions I’m considering. I’m not left wondering if something will come back to bite me. I finally feel like I have a partner in my business."

"I’ll be honest, I let IRS letters pile up because I was scared to open them. When I finally brought them to LPW, they went through every single one, explained what they meant, and handled the calls to the IRS for me. Within a couple of weeks, the problem was sorted out. I can’t thank them enough for taking away that fear."

"I hadn’t filed taxes in three years and the anxiety was eating at me. LPW didn’t judge me or make me feel worse. They helped me gather my records, got all my returns filed, and set up a payment plan I could actually handle. Now I sleep better at night knowing it’s behind me."