Tax Preparation

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Expert Tax Solutions

At LPFG, we provide comprehensive tax services for individuals and small businesses. Our goal is to make tax season less stressful and more rewarding by helping you minimize taxes, stay compliant, and plan confidently for the future.

Personalized Tax Preparation

We prepare federal, state, and local tax returns for individuals and small businesses with precision and care. Every return is thoroughly reviewed to ensure accuracy and to help you take advantage of every deduction and credit available under current tax law.

Beyond individual and business filings, we also prepare estate and trust tax returns, helping fiduciaries meet their obligations while minimizing the tax impact for beneficiaries.

Small Business Tax Services

Running a business comes with unique tax challenges and opportunities. We work closely with small business owners to develop strategies that support growth, profitability, and compliance.

As your trusted partner, we help you make informed, tax-smart decisions throughout the year so you can focus on what you do best: running your business.

Strategic Tax Planning

Our work doesn’t end once your return is filed. We provide proactive, year-round tax planning designed to reduce your current tax liability and position you for long-term success.

By staying current with the ever-changing tax code, we help you navigate new rules and take advantage of opportunities as they arise.

Forward-Looking Tax Strategies for Individuals

We take time to understand your personal financial goals and create forward-looking tax strategies to help you achieve them. Whether you’re planning for retirement, managing investments, or preparing for the future, we’ll help ensure your approach is thoughtful, strategic, and tax efficient.

A Holistic Approach to Financial Success

At LPFG, we take a holistic approach to your financial well-being. Because our team includes both experienced tax professionals and wealth advisors, we’re able to seamlessly coordinate your tax, investment, retirement, and estate strategies.

Start our process by sharing some unique information about you and your finances through our Tax Questionnaire. You can access this questionnaire through the button above called “Get Started” or by reaching out to us.


Once we have had a chance to review your information, we will have one of our tax associates reach out for a  Consultation and Quote. We may have a few more questions to better understand all your tax preparation needs that our associate will address on this call.


The last step is our Tax Organizer. At this point you have chosen to have us complete your tax return and are ready to get organized for Spring. Our tax organizer guides you on the items we need in order to fully prepare your 2025 Tax Return.

Getting Started  With
Tax Preperation

  • Tax Questionnaire

  • Consultation & Quote

  • 2025 Tax Organizer

    We'll see you in the Spring

  • 2025 Tax Return

Tax Preparation FAQs

    • A full copy of your prior year’s tax return (federal, state, and local)
    • Social Security numbers and dates of birth for you, your spouse (if applicable), and any dependents
    • Driver’s license information for you and your spouse (if applicable)
    • Bank account details (routing number, account number, and bank name) for direct deposit of refunds (IRS will no longer mail refund checks)

  • Upon starting with us as a tax prep client, we will send you our Tax Organizer which has all of the information neatly presented so that you can check off boxes
    as your annual tax documents arrive.

  • Having a complete copy of your tax return helps us fully understand your tax situation and identify various tax planning opportunities that may be helpful prior
    to the year ending.

  • Our team at Landing Point is built to cover all of your financial needs. From comprehensive financial planning to small business services, we are truly
    here to answer all of your questions. Our Financial Planning service is great for those trying to maximize their wealth while utilizing tax reduction strategies.

  • Yes. In addition to individual tax returns we do also help with business and fiduciary tax filings. Our team handles S-corporation and Partnership returns as well as trust, estate, and gift tax returns.

  • Yes. We can assist you with responding to and resolving any IRS notices or audit inquiries.

  • Yes. As part of our tax services we provide a projection for the current tax year. Within this projection we identify any needed estimated tax payments to avoid  underpayment penalties.

  • Yes. If an amendment to your tax return is needed, we will help you prepare and file any needed changes. If your original return was filed by another company, simply bring that copy to us and we can amend whatever may be needed. 

Ready To Start Your Journey?

Click below and one of our accountants will reach out to learn more about your tax situation.

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