Lutz Tax & Accounting

At Lutz Tax & Accounting, Inc, we are dedicated to providing our clients with top-notch financial services and unparalleled customer care. Our team of experienced professionals is committed to helping individuals and businesses navigate the complex world of taxes and accounting, ensuring they receive the maximum benefits they deserve.

Our values are the cornerstone of our firm, guiding our actions and decisions. We believe in delivering outstanding service, fostering long-term relationships, and maintaining the highest level of integrity and professionalism. These principles are at the heart of everything we do, from preparing tax returns to offering expert advice on financial strategies.

Our team is comprised of seasoned accountants and tax professionals who possess extensive knowledge and experience in their respective fields. We understand the unique needs of each client and tailor our services to meet those needs. Whether you're a small business owner looking for bookkeeping services, a retiree seeking estate planning advice, or an individual in need of tax preparation, we have the expertise and resources to assist you.

Services

At Lutz Tax & Accounting, Inc, we offer a wide range of services designed to cater to the diverse needs of our clients. These include:

• Retirement Planning: Our team helps you plan for your future by providing comprehensive retirement planning services, ensuring you have the financial security you need to enjoy your golden years.

• Estate Planning: We assist you in creating a personalized estate plan that aligns with your wishes and protects your loved ones' interests.

• Elder Care: Our professionals provide compassionate and expert advice to help you navigate the complex world of elder care, including long-term care planning and Medicaid planning.

• Business Services: We offer a variety of services tailored to meet the unique needs of businesses, including small business accounting, bookkeeping, payroll, succession planning, and more.

• Tax Services: Our tax services include individual tax preparation, tax preparation for businesses, tax planning, estate and trust tax services, and cryptocurrency accounting services.

• QuickBooks Services: We provide setup, training, and tune-up services for QuickBooks, helping you optimize the use of this powerful accounting software.

Industries We Serve

We have extensive experience serving a variety of industries, including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. Our team understands the specific challenges and opportunities faced by each industry and can provide tailored solutions to meet your unique needs.

Tax Center

Our tax center offers valuable resources and tools to help you stay informed about tax laws and regulations. From tracking your refund to understanding tax due dates and rates, we have the information you need to make informed decisions about your finances.

At Lutz Tax & Accounting, Inc, we are dedicated to providing exceptional service and expert advice to our clients. Whether you're seeking assistance with taxes, accounting, or financial planning, we are here to help. Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.