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Tax

for Our Countries Risk Takers

Our countries tax code is designed to reward risk takers. If you are a business owner or investor you are an integral part of what drives the economy. Our firm provides proactive tax consulting to a market generally underserved or overlooked by the big accounting firms. The team at Lifetime Advisors have become an invaluable resource to the planning community and continues to provide millions of dollars in value to our clients.

Healthcare & Assisted Living

Professional Services

Agriculture

Manufacturing

Construction

Wineries & Vineyards

Architecture & Engineering

Software

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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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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Your Contact

Jon LaCasse

Phone: 651-248-3693