If you are tired of paying too much in taxes on your hard earned money, then you have come to the right place. At LifestyleCPA, we take an in depth look at your finances to find those hidden deductions often missed. Take a look at the ways we help you save taxes.

Let’s talk tax …

Are you a business owner who wants to minimize taxes, protect your business from an audit, structure transactions in a manner that saves taxes, or just talk tax strategy? If you are you will find our array of tax services helpful.


Tax planning services

  1. What will you do if the IRS plans to audit you?
  2. Would you have all the information you need?
  3. Is your spending minimizing your tax liability while maximizing value to your business?
  4. What is the best structure to minimize taxes?
  5. How can my children save me tax dollars?

All these and more are questions we discuss in our tax planning services.

Budgeting with Tax Analysis

How do you glow with confidence knowing you are are taking the best action for your business? The best way to do this is to tell your business where to go through allocating resources to the things that matter. This is called budgeting. Our budgeting approach implements a tax analysis at each step. This ensures we choose the path that not only maximizes business value but also minimizes taxes.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business is facing an IRS audit, we can assist you in dealing with tax matters and IRS audit procedures.

Payroll Services

Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll service professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees all while keeping payroll running smoothly no matter how large your business or employee headcount becomes.

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee circumstances, as well as ensuring legal and compliance issues at met related to each type of plan.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation, as well as other developments affect you and your business. We are constantly identifying new ways to reduce federal, state, or local tax liabilities.

Call today to schedule an appointment! We can help!