Tax Planning & Preparation
Tax laws are constantly changing—and staying compliant requires more than just filling out forms. At Howard D. Lerman & Associates, Ltd., we offer strategic tax preparation and planning services tailored to individuals, families, and businesses.
With a Certified Public Accountant (CPA) on staff and decades of legal and financial experience, our firm delivers trusted guidance across a wide range of tax needs. We take a proactive, detail-oriented approach to ensure your returns are accurate, timely, and fully compliant with federal and state tax laws.
Our tax services include:
- Individual and business income tax preparation
- Estate and gift tax planning
- Federal and state estate tax filings
- Trust and fiduciary tax compliance
- Tax planning for new businesses and entity selection
- Nonprofit and exempt organization filings
We believe in delivering personalized service with the highest level of confidentiality and care. Every return is reviewed thoroughly, and every client benefits from our commitment to accuracy, efficiency, and results.
Whether you're navigating a complex estate, launching a new business, or simply looking to optimize your return, Howard D. Lerman & Associates is here to help—during tax season and year-round.