LJCooper Tax Strategies is a branch of LJCooper Wealth Advisors that strives to complement tax advice with investment advice. We will work with your current CPA or tax advisor to help determine the best types of investments or income strategies that will minimize your tax liability. That would include strategies such as: determining if a Roth Conversion is right for you, charitable gifting using your stocks or other transferable assets, and assessing what type of retirement vehicle you should consider contributing to.
Services Include:
- Tax Return Review
- Tax Return Preparation (Individual, Trust/Estate, Charities, and Business)
- Charitable Gifting
- Capital Gains Planning
- Asset Sale Planning
- End of Year Tax Planning
- Tax Return Auditing
- IRS Representation
- Bookkeeping
We strive to keep our clients abreast of the ever-changing tax code so that you may utilize available current tax breaks and make the best decisions possible when it comes to planning for your future.
Contact us for a free review of your latest tax return!
Please fill out this form so we can contact you,
or call us at 801.851.1526