Tax Planning & Preparation

Lea Tax Planning and Preparation has been serving client tax needs for over 30 years.  The practice was merged with J. Vitucci Financial Services in 2008 to form a complete holistic approach to finances.  Beyond individual income-tax returns, specialties include forward tax planning, as well as partnership, corporate, & non-profit returns.

 

Preparation of Individual and/or Entity Tax Returns

Our staff of tax preparers are focussed solely on taxation issues and delivering completed returns to the highest accuracy standards.  Skills range from small business to non-profit returns.

Investment Tax Strategiesincome tax preparation

Tax deferred & Tax free investment strategies are examined to minimize taxes owed.  This may be achieved through a variety of investment vehicles as well as through tax-harvesting.
    
Small Company Retirement Plans 

Establishing SEP IRAs or Indvidual 401ks can be a powerful tool to lower taxable income now, while allowing for tax-deferred saving for later.  

We can also form retirement plans for small businesses, providing a great value-added benefit for employees.