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We provide a variety of services to help individuals, fiduciaries, and businesses achieve their financial goals

Tax Preparation and Consultation Services

Reduce stress and minimize taxes

We guide our clients through a full range of tax preparation and planning decisions. At LIBA, our expertise and experience allow us to optimize tax reduction opportunities in accordance with the most up-to-date tax laws. If you are facing an IRS audit, we can provide the necessary professional representation.

Make business decisions with confidence

For our business clients, we provide business tax consulting, helping you to analyze choices before you. We can assist with a multitude of necessary decisions, including the initial choice of the most advantageous business structure, and with operational decisions as your enterprise grows and develops.

Count on our support for your fiduciary responsibilities

We also offer support to our clients who are administering trusts or estates, providing practical advice and guidance.

We specialize in tax services for:
  • Estates
  • Trusts and Charitable trusts
  • Individuals
  • Partnerships & LLCs
  • Corporations (C-Corporations & S-Corporations)
  • Multistate taxes
  • Gift taxes
  • Private foundations

Financial Planning Services

Achieve financial independence and retire comfortably

We help you reach your financial goals and maintain financial independence throughout a comfortable retirement. Although we are not investment advisors, we can assist you with estate and business succession planning, implementation and review of retirement plans and college education funding. 

Financial Planning services include:
  • College planning
  • Estate planning
  • Compensation planning, including equity based plans
  • Retirement planning

Accounting and Bookkeeping Services

Achieve control and gain peace of mind

We can assist you and your small business with determining the best means of accurate record keeping and reporting. Our services include general ledger and bookkeeping, accounting system setup and support.

In addition, we can provide a skilled analysis of financial records in conjunction with dispute resolutions. 

Accounting and Bookkeeping Services include:
  • System choice and setup
  • General ledger support
  • Bookkeeping support
  • Financial analysis