Individual Tax Return Prep for CEO, Owner, or Shareholders

Tax returns can be more than just a compliance burden when you are in charge of a business. They can be complicated and, if done incorrectly, can lead to an IRS examination or paying more than you are legally obligated to.

You need a partner in your tax return preparation that understands the tax code and knows just how much your unique situation can impact your return. At LSWG, we have decades of experience helping influential business leaders get their tax returns ready for the state and federal deadlines, maximizing their deductions and complying with the law.

We don’t just wait until the approaching filing deadline to get started; our team works with you year-round to plan and have things ready to go once the filing window opens up. This helps you get a more complete, clearer picture of your finances every step of the way so there are fewer surprises each April.

At LSWG, we offer a variety of tax planning and preparation services for CEOs, business owners, and shareholders, including:

  • Tax projections
  • Tax savings maximization
  • Multi-state tax planning
  • Minimizing IRS exposure
  • Ongoing bookkeeping
  • Representation in IRS examinations
  • Real estate deductions
  • Charitable contribution deductions
  • And more

Get the tax preparation representation you deserve with an experienced team committed to your success.

Helpful Resources