Tax Preparation and Planning

Business & Personal Taxes

LGS Consulting in Baton Rouge, Louisiana has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

We recommend Tax Saving Strategies that help you

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail – whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

This office provides many services, including the following:

Business Tax Return Preparation

Each business has unique needs when it comes to tax services. I can help you with a broad array of business taxes.

Individual Tax Preparation

Have your taxes prepared with convenience and confidence. Ask us about tax savings opportunities.

Gift & Estate Tax Return Preparation

Most decedent estates do not need to file Form 706 Estate Tax Return. The Estate Tax (or Death Tax, as it is sometimes called) return must be filed when the fair market value of all property owned by the decedent exceeds the exclusion amount allowed for the year of death.

When due, the Estate tax is levied on the entire taxable estate, not just on the share received by a particular beneficiary. The executor of the estate is responsible for determining the value of estate assets and filing Form 706 if required.

Partnership & Corporate Tax Preparation

Corporate tax returns do not follow the same deadline as personal tax returns. Corporations whose fiscal years follow the calendar year must file the corporate tax return by March 15.

If your corporation has dissolved you must file a corporate tax return by 15’th day of the third month after the date the corporation has dissolved.

Our tax laws for both individuals and corporations continue to become increasingly complex. Contact us for a Free 30-minute consultation or to have us take a look at your tax returns for inaccuracies or potential issues. We look forward to working with you and stepping you through the corporate tax preparation process.

Estate and Succession Planning

Strong succession plans are vital to the sustainability of the business and should include family meetings to discuss plans to join the business and the vision for the business. For even the most successful closely held business owners, succession planning can be even more difficult than other critical business decisions they have faced. One of biggest misconceptions is that estate planning and succession planning are one in the s

Tax & Education Planning

Education planning can be an extremely complex and intimidating process.

Planning for multiple children’s educations can be positively frightening! We can help you to navigate through the maze of options to consider in determining how to fund your children’s education.

Some of the educational planning services we offer are:

Financial Aid Consulting & Planning

Assistance in the Selection of Financial Professionals who can Provide Education Appropriate Investment Alternatives

Analysis & Implementation of Tax Benefits Available for Education Funding

We can draw on our experience to help make it more understandable to you and to help you to explore options to help you to deal with your children’s education costs.

Business Start-Ups

Run your business with a clear picture of your finances. With LGS Consulting, you get accurate books, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors.

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