Tax Support Built Around Your Business Goals
We see tax planning differently — not just as numbers to manage, but as a tool to build your future. Our approach helps business owners and individuals move from uncertainty to confidence, and from profit to purpose.
Our Approach
Our work goes beyond forms and filings. At LPW, we have one mission: help business owners and individuals build their legacy. We combine reliable accounting, expert tax planning, and a values-driven approach to help you focus on what matters most—building a legacy that lasts.
Discover
We learn your goals, your vision, and your current financial position.
Plan
We create a proactive tax plan tailored to your life and business.
Grow
We execute and adapt as your future evolves, growing with the legacy you’re building.
You build the legacy.
What to Expect: Working With Us to Achieve Your Goals
Start the Conversation
Before we propose anything, we take the time to understand your business, your goals, and what’s working (or not). This step builds alignment from the start.
Build a Custom Plan
We outline the right mix of services, touchpoints, and cadence based on your needs and growth stage—backed by proven systems and strategic thinking.
Align for Growth
We set up a clear communication rhythm and create visibility into your financials, deadlines, and documents—so you can stay informed without being overwhelmed.
Build Your Legacy with LPW
Whether it’s tax planning, scaling, or succession strategy, we offer ongoing guidance designed to support your growth and protect your legacy.
Not sure what service is right for you?
LPW offers a variety of accounting services to support the continued growth and success of your business for years to come.
Are you ready to build your legacy?
Whether it’s tax planning, bookkeeping, or business strategy, we’re here to help.