Tax

Tax

for Our Country's Job Creators

The United States tax code is designed to reward job creators.

If you are a business owner or investor you are an integral part of what drives the economy.

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Man working on a small vineyard with his tablet
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Confident female designer working on a digital tablet in red

Lifetime Advisors provides proactive tax consulting to a market generally underserved or overlooked by the big accounting firms. 

Lifetime Advisors provides proactive tax consulting to a market generally underserved or overlooked by the big accounting firms. 

“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”

― Learned Hand

Our Services

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Capital Gains Planning

Exiting from a highly appreciated asset such as a business or a real estate holding can have massive tax consequences.  Proper planning can reduce or eliminate much of this burdensome expense.  We have a team of experts available to consult with your accounting and legal teams to mitigate these challenges.

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Capital Gains Planning

Exiting from a highly appreciated asset such as a business or a real estate holding can have massive tax consequences.  Proper planning can reduce or eliminate much of this burdensome expense.  We have a team of experts available to consult with your accounting and legal teams to mitigate these challenges.

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Tax Reduction Strategies

The vast majority of successful business owners regularly miss out on hundreds of tax deductions. Our flagship Tax Reduction Plan opens the door to real savings by leveraging the tax code to its fullest potential. If you are running a successful business, there is a high probability of over-payment.   

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Tax Reduction Strategies

The vast majority of successful business owners regularly miss out on hundreds of tax deductions. Our flagship Tax Reduction Plan opens the door to real savings by leveraging the tax code to its fullest potential. If you are running a successful business, there is a high probability of over-payment.   

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Tax Credits & Incentives

We have a dedicated division focused full time on tax credits such as the Research & Development, Work Opportunity, & Employee Retention credits.  Whether you are a business owner or a general practice accounting firm our team is available to assist you in leveraging these lucrative opportunities.

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Tax Credits & Incentives

We have a dedicated division focused full time on tax credits such as the Research & Development, Work Opportunity, & Employee Retention credits. Whether you are a business owner or a general practice accounting firm our team is available to assist you in leveraging these lucrative opportunities.

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An Invaluable Tax Resource

The team at Lifetime Advisors has become an invaluable resource to the planning community and continues to provide millions of dollars in value to our clients.

Get started today.

Contact us to schedule your free consultation.