Tax Planning & Income Retention Strategies
We are always looking forward for our clients. Lucke & Associates professionals are experienced in supporting both individuals and executives in tax planning and income retention strategies. Our professionals will design a plan to help you move through the different stages of your business lifecycle. We provide creative thinking, investigate unexpected events, and monitor performance.
Create a Tax Plan
Every organization and individual should have a Tax Plan. We help clients view taxes as a process and not an annual event. Our professionals develop tax plans for clients to maximize the tax saving potential from significant events in their personal and business life.
Our Services Include:
- Businesses & Individual Support
- Tax Planning & Risk Analysis at the Federal & State Levels
- Federal, State & Local Return Preparation
- Payroll Tax Filings & Sales Tax Returns
- Estate, Trusts & Beneficiary Taxation
- Wealth Transfer & Gifting Strategies
- Family Wealth Transfer Strategies
- Succession, Transition, & Exit Planning
- Stock Option Strategies
- Divorce & Support Issues
- IRS Communications
Tax Return Second Opinion
How do you know if you are getting the right tax advice? Let us provide a second opinion. We review your previous returns for missed credits and incentives to examine the potential to defer taxes, recover tax overpayments, or minimize future liability. Our Tax Return Second Opinion is done at no-cost.