Individuals
Your personal finances deserve more than a once-a-year glance. At LPW, we help individuals navigate everything from annual tax filing to long-term tax planning with ease. Whether you want to maximize your refund, reduce your tax bill, or feel confident about your financial future, we make the process simple, stress-free, and built around your life.
Filing your taxes doesn’t have to be overwhelming. We prepare your return accurately, identify every deduction you’re entitled to, and ensure you file with confidence.
Taxes shouldn’t be a surprise. Our proactive tax planning strategies help you reduce liabilities, seize opportunities, and align your tax approach with your long-term goals.
Protecting your legacy starts with the right tax strategy. We handle the specialized requirements of estates and trusts, ensuring your assets are managed and transferred as efficiently as possible.
We help you plan for the smooth transfer of your assets, reduce estate taxes, and ensure your legacy reflects your wishes and values.
We work with your advisor. If you don't have one, we can help build the right team around you with our trusted partners.
Retirement doesn’t happen by accident — it’s the result of a solid plan. We work with your advisor in building and protecting your retirement savings so you can enjoy the future you’ve imagined.
Are you ready to build your legacy?
Whether it’s tax planning, bookkeeping, or business strategy, we’re here to help.