Business Details
We are a boutique tax and accounting firm founded by Marc L. Lichtenberg, who brings more than 35 years of industry experience to every client interaction. Our mission is to deliver proactive tax services with an uncompromised focus on client service and clarity. We pride ourselves on being accessible, offering timely counsel that guides clients through the everchanging tax landscape. Our team of seasoned professionals takes the time to understand each clients unique situation and to provide clear, actionable advice. As trusted advisors, we work with clients continuously throughout the year to transform their financial goals into tangible realities. We employ a meticulous, twoway secure electronic portal for the safe exchange of tax documents, complemented by mail and inperson options when needed.
Our internal qualitycontrol process includes detailed technical and final reviews of every return before delivery, ensuring accuracy and completeness. We specialize in individual income tax, smalltomidsize business compliance, and estate, trust, and gift tax planning, each delivered with a personalized, oneonone approach. We combine proven taxreduction and taxdeferral strategies with forwardlooking projections to minimize liabilities and maximize opportunities. Our collaborative model involves regular interaction with clients other advisors, such as attorneys and financial planners, to create comprehensive solutions. We are committed to professional standards, continuous learning, and the highest level of client satisfaction.
Our internal qualitycontrol process includes detailed technical and final reviews of every return before delivery, ensuring accuracy and completeness. We specialize in individual income tax, smalltomidsize business compliance, and estate, trust, and gift tax planning, each delivered with a personalized, oneonone approach. We combine proven taxreduction and taxdeferral strategies with forwardlooking projections to minimize liabilities and maximize opportunities. Our collaborative model involves regular interaction with clients other advisors, such as attorneys and financial planners, to create comprehensive solutions. We are committed to professional standards, continuous learning, and the highest level of client satisfaction.
Highlights and features
- We have over 35 years of tax planning expertise.
- We provide oneonone individualized tax service.
- We conduct rigorous internal quality control reviews.
- We use a secure twoway electronic portal.
- We collaborate closely with clients financial advisors.
Services
Individual Income Tax
Individual Income Tax is delivered with a oneonone approach, ensuring open dialogue throughout the process. We verify accuracy, complete returns, and identify proactive strategies to reduce liabilities. Clients receive a detailed final review and secure delivery via our electronic portal.
Business Tax Compliance
Business Tax Compliance covers S Corporations and Partnerships, offering more than return preparation. We assess performance, apply reduction and deferral strategies, and manage cash flow for yearend planning. Our frequent interactions build familiarity, providing insight for informed decisionmaking for clients.
Estate Trust Tax
Estate Trust Tax services prepare and plan returns for estates, trusts, and gifts. We collaborate with attorneys, financial advisors, and other professionals to meet trust objectives and optimize tax efficiency. Clients benefit from coordinated planning that protects assets and maximizes beneficiary outcomes.
Tax Planning
Tax Planning focuses on the 5 Ps: Proper Planning Prevents Poor Performance. We analyze current and future income to accelerate or defer income and expenses, reducing tax burdens. Clients receive multiyear projections and collaborative strategies with their investment advisors for comprehensive financial goals.
