At Lau Associates, you have in-house access to highly experienced experts to prepare your tax returns and/or coordinate the management of tax information and payments with your other tax advisors. Lau’s tax experts are available to sit at the table with your financial, investment, and estate planning team members, providing real-time information that can be used to develop and implement effective coordinated tax strategies specifically for you.
Lau offers personalized tax services that may include the preparation of:
- Personal income tax returns
- Estate and gift tax returns
- Fiduciary income tax returns
- Generation-skipping tax returns
- Personal business and entity tax returns
Additional tax-related services may include:
- Establishment and administration of tax payment accounts for quick and easy payments of required estimated taxes
- Coordination with the investment managers to provide funds for tax payment accounts
- Direct communication with the IRS or state on tax issues on your behalf via a power of attorney
Lau can also work within your existing accounting relationships. We will offer to facilitate and coordinate conversations between you and your advisors to provide a complete overview of your unique situation.
This approach helps you make informed decisions that can have vast tax implications and often saves you time and money.
Please Note: The scope of any financial planning, tax and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement.