The 5 P's - PROPER PLANNING PREVENTS POOR PERFORMANCE
ML Lichtenberg & Associates LLC is a boutique firm founded by Marc L. Lichtenberg, a seasoned tax planning and accounting expert with over 35 years of experience. Our commitment to providing exceptional client service drives everything we do. We pride ourselves on being accessible to our clients, offering timely guidance to help navigate the ever-changing tax landscape. Our team of experienced professionals is dedicated to providing clarity and ensuring that our clients' financial goals become a reality.
Services
At ML Lichtenberg & Associates LLC, we offer a range of professional services designed to meet the unique needs of our clients. Our primary services include:
Individual Income Tax Preparation & Planning
We provide individual income tax services with a personal touch, working closely with each client to ensure the accuracy and completeness of their tax return. Our internal quality control process includes a detailed, technical, and final review of returns before delivery, with additional dialogue as needed. We also provide an organizer in early January to assist clients in gathering necessary documents and identifying new or additional items to address. Electronic and in-person submission options are also available.
Small to Mid-Size Business Tax Compliance Planning
Our entity tax services, specializing in S Corporations and Partnerships, go beyond tax return preparation. We work closely with clients multiple times a year to assess financial performance, employ tax reduction and deferral strategies, and determine cash flow needed to meet tax obligations. We also consider the impact of the business on individual tax situations and provide guidance on the timing of balances owing or refunds.
Estate, Trust, and Gift Tax
We provide preparation and planning services for estate, trust, and gift tax returns, considering tax efficiency between the entity and beneficiaries. We collaborate with attorneys, financial advisors, and other professionals as needed to meet trust objectives and prepare gift tax returns.
Tax Planning and Consulting
Our tax planning and consulting services are designed to help clients achieve their financial goals. We identify, explain, and execute tax reduction and deferral strategies, employing tried-and-true planning techniques to generate deductions and reduce tax burdens. We also help clients plan for major life occurrences, lifestyle changes, and significant transactions by generating multi-year and multi-scenario tax projections.
Our Team
Our team of experienced professionals includes:
- Marc L. Lichtenberg, CPA - Founder & Managing Partner
- Greg Farnworth, CPA
- Jamileh Dyer, CPA
- John Tronolone, CPA
- Elizabeth Mettille, CPA
- Amanda Forties, Accountant
- Howard Epstein, CPA
- Fred Leffler, CPA
- April Alderson, CPA
- Regan Lichtenberg, Accountant
- Sammy Clopton, Accountant
- Michelle Horner, Office Manager
Exceptional Service and Expertise
The reviews for MLL, led by Greg Farnworth, are exemplary, with all praise and no criticism. Businessowners and Clients Alike Highly Recommend. One common thread among reviewers is the exceptional service and expertise provided by Greg and his team. The team's ability to simplify complex matters and adapt to clients' preferences has earned them a stellar reputation.
Personalized Attention and Expertise
Zachary Scott, a business owner and new parent, had a particularly unique situation, requiring a CPA who could understand and address his specific needs. He turned to Greg and the MLL team, who exceeded his expectations. Greg's exceptional service and personalized attention made all the difference. With detailed breakdowns or concise explanations, Greg accommodates clients' needs, ensuring they feel understood and in good hands.
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