The experienced team of accountants at Lauterbach, Borschow & Co. use a whole picture approach to identify and develop planning strategies that help reduce and defer taxes today and for years to come.

We believe that tax planning is a year-round process. Our team takes the time to understand your situation and concerns so we can develop a tailored plan for each client. 

Our tax planning services for individuals and families include:

  • Current year income tax planning and compliance
  • Multi-year tax planning and projections
  • State and local tax issues
  • Development of strategies to minimize the impact of the alternative minimum tax (AMT)
  • Estate and gift tax planning
  • Expatriate and cross-border tax issues
  • Family-owned or closely held business succession planning
  • Charitable giving planning

Additionally, through Lauterbach Financial Advisors, we are able to assist you with:

  • Planning strategies related to reducing the tax impact of your investment portfolio (for example, issues related to concentrated positions, managing capital gains and dividend income and asset location strategies).
  • Retirement income planning and distributions from retirement plans and IRA’s.
  • Education funding strategies.

Primary Contacts

Cindy Lyons

Tax Partner

Matt Kerr, CPA

Managing Partner

Scott Kobren

Tax Partner