Bollus Lynch can help you explore your tax-saving opportunities and develop your tax strategy.

Personal income taxes could well be one of your largest annual costs. And because most of the financial decisions you make have an impact on your taxes, having a solid strategy is all the more important.

We can help you explore your tax-saving opportunities and develop your tax strategy. Drawing on multidisciplinary expertise, we provide you with customized guidance to fit your situation so that your tax strategy works in concert with other components of your financial framework and lifestyle. For business owners and executives, we also help you evaluate the tax consequences of your business and personal decisions, providing integrated guidance to retain more of your hard-earned wealth. That’s why tax planning and compliance for individuals, family limited partnerships, and closely held entities is one of the core services we provide.

Key Tax Compliance & Planning Services

Business Succession Planning

Buy-Sell Agreements

Entity Selection

Federal, State, and Local Tax Planning, Projections, Preparation and Compliance

Family Wealth Planning

Account and Tax Compliance for Family-Limited Partnerships and Trusts

Planning and Implementation of Family Limited Partnership and Trusts

Representation Before Taxing Authorities

Retirement Planning

Menu