Tax Planning & Preparation

Tax Planning and Tax Preparation Go Together

Whether it comes to preparing personal, corporate, partnership, estate, trust or gift tax returns, Lanese + Associates has the skills and experience to meet both your compliance and planning needs. With ever changing tax laws, we review how you might be impacted and deploy our knowledge to not only accurately prepare your return but also help you plan and adjust to changes coming your way.

Our tax services are a combination of planning and preparation allowing us to effectively handle your tax compliance while keeping a focus on strategies to lessen your tax burden.  By using proactive strategies, we are best able to assist you in structuring transactions to meet both the spirit and details of tax law provisions. 

Our Single Fixed Price Option

Lanese + Associates offers our tax services with a fixed price option.  This pricing is based on a defined scope of effort that includes both tax planning and preparation. The purpose of this single fixed price option is to keep a healthy on-going client relationship without annoying hourly billing charges. It allows us at an all-inclusive fee to periodically assess your financial situations and how it might impact your tax situation, provide recommendations, keep the lines of communication open and proactively address your needs. Many of our clients like this option because the exact fee is known ahead of time.  Traditional pricing quotes are also available.  These depend on the scope and difficulty of the accounting or tax work to be prepared.

Tax Planning 

Minimizing your tax liability begins with planning. Tax planning is a strategic approach allowing you to make better decisions about: assets, expenses and the effective use of cash and savings. We work with our clients throughout the year to identify opportunities for tax saving and make the right decisions to effectively reduce tax liability. Both individuals and business can benefit by using planning to lower taxes.

Tax planning is a personalized approach focused on your unique financial circumstances and may include the following:

  • Purchasing and deploying assets
  • Accelerating asset depreciation
  • Deferring Income
  • Deferring taxes through retirement investments
  • Using investments as a source of tax exempt income
  • Fully utilizing lower tax brackets when opportunity arises

Tax Preparation

Many individuals and business owners don’t prepare their own tax returns.  According to a study performed by the US Government’s General Accounting Office, “…  they found IRS tax forms and documents too complicated or they were confronting an unusually complicated tax situation. Thus, the taxpayers in our survey may not understand the tax laws well enough …” The other reasons cited for hiring a professional preparer was the lack of time and patience, filing errors, inaccuracies and overpaying their taxes. Today’s tax laws are complicated and many times confusing for the layperson. Even a simple tax return can often have confusing choices and result in overlooked deductions, credits and arithmetic errors.

Tax planning and preparation has been Lanese + Associates’ core competency since 1987.  We pride ourselves on responsive service and proactive solutions. Lanese + Associates continues to offer market competitive pricing and high quality tax services.  If you’re looking for a professional and experienced accounting firm that provides personalized service call Lanese + Associates today.

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T: (813) 634-9296 F: (813) 633-2184 E:

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