Tax Planning Services

LJCooper Tax Planning 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, or you can utilize our team of CPA’s or Enrolled Agents in-house to help determine the best types of investments or income strategies that can help 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.

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 decision possible when it comes to planning for your future.

Tax Strategy Services Include:

  • Tax Review, Preparation, and Auditing
  • Charitable Gifting & Donor Advised Funds
  • Capital Gains Planning
  • End of the Year Tax Planning
  • Book Keeping
  • Tax Efficient Planning

Let a professional help you start saving money and simplify your tax situation today! At LJCooper, our experienced team can help you confidently manage your taxes and utilize different means to help improve your tax situation.