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OUR CLIENTS SEE US AS AN INVESTMENT, NOT AS AN EXPENSE.

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CPAs & BUSINESS ADVISORS
LET US DO THE MATH.

SERVICES

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Business Advisory

Our 4-Point Strategy 

Maximize Your Profits

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Business Accounting

Professional Business Tax

Advising & Accounting

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Personal Tax

Develop a Game Plan

For Your Goals

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We Are Your
Trusted Advisors

LVATP, LLC

 

ANY CPA FIRM CAN RECORD HISTORY.

OUR FIRM WILL HELP YOU BUILD A FUTURE.

 

Our proactive methods and tax experience help our clients build wealth and create value for the businesses they own.

 

We help them get organized and become more efficient in the way they manage the financial aspects of their business.

 

This ultimately leads to realizing a higher rate of return on the investment they’ve made in their businesses.

Optimize Your Business

WE ARE TAX PLANNERS,

NOT JUST TAX PREPARERS.

 

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieving future goals.

 

Since 2017 our clients benefited from expertise ranging from basic tax management and accounting services to more in-depth services such as financial statement preparation and review, and tax planning and advisory services.

 

With the changes due to the recent tax reform, you need a tax planner to ensure you are getting the most value from the relationship with your accountant.

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Resources & Tax Tools

HELP YOUR SELF. 

 

From informative guides to tax tools, we give you information that can help you see where you could be leaving money on the table.

 

Also, be sure to take us up on our free strategy session, where we review your business and your individual goals, then help show you how you can be proactive to keep more of your money.

We Know Business. Get In Touch Book an Advisory Services Session.

Our Specialties 

 

Business Advisory

Business And Individual Tax & Accounting

Business Expense Review & Analysis

Tax Efficiency Planning Using Advanced Tax Strategies

Business Succession/Exit Planning

Business Expense Recordkeeping & Reporting

Rental Property Analysis

Cash Flow Planning Using Your Company

Owner Compensation Planning

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MAKE YOUR OWN OPPORTUNITIES

ANY CPA FIRM CAN RECORD HISTORY.

OUR FIRM WILL HELP YOU BUILD A FUTURE. 

 

Trusting your business or personal tax planning with the right team can be challenging. At LVATP we invite you to get to know us and give us the opportunity to get to know your business – so we can see if we’re a good fit for a rewarding, long-term professional relationship. From basic compliance tasks, to business advisory services, to advanced tax planning, to business exit planning, we learn about your company so we can help you reach your goals, keep more of what you earn, and help you get the rate of return you deserve on the investment in your business.

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