Tax & Accounting Services for Successful Families

972.421.1099

We partner with successful individuals & families to plan for the future, preserve assets, and manage wealth.

individual services

Services for Individuals and Families

L&H CPAs and Advisors works with business owners, entrepreneurs, and other high-net worth individuals and their families to provide personalized advice and services designed to help minimize taxes and meet financial goals.

Our CPAs and tax professionals provide individual tax services, personal CFO and family office services, retirement planning, and offer charitable and estate planning advice and solutions.

Tax Services for High-Net Worth Individuals

Our services go beyond tax return preparation to encompass forward-looking, strategic planning designed to help you comply with changing tax laws and take advantage of tax strategies that can minimize the amount you pay in taxes, now and in the future. Our tax services for high-net worth individuals and their families include:

  • Income tax planning
  • Income tax compliance
  • Preparation of individual tax returns International tax advice and consultation
  • Quarterly estimated tax planning
  • Tax-efficiency planning for personal investments
  • ESOP and benefits planning
  • Trust and estate tax planning

Family Office Services

When you hire us to provide Personal CFO and family office services, you can be confident that we are overseeing your entire financial landscape, helping you make the best decisions. We can help by providing any or all of the following services, as needed:

  • Banking & bill paying
  • Personal accounting and bookkeeping
  • Budget creation and management
  • Investment and financial planning
  • Estate & charitable planning
  • Trust administration & foundation management

Retirement Tax Planning for Individuals

We can help you make the most of your retirement planning by helping you implement tax-efficient strategies designed to help you reach your goals. Our services include:

  • Tax-efficient investment strategies
  • Portfolio diversification & risk management
  • Investment reporting & financial forecasting

Estate Planning and Philanthropy

We provide estate and gift tax planning strategies designed to help clients pass more of their wealth to future generations, and to make that process as streamlined and as tax efficient as possible. We also help our clients realize their lifetime and legacy charitable giving goals, looking at their overall tax, financial, and estate goals to make lasting philanthropic impacts. 

  • Wealth transfer planning strategies
  • High-net worth estate planning
  • Review existing estate planning documents
  • Business succession strategies
  • Charitable gifting strategies
  • Lifetime and annual gifting advice and strategies
  • Asset protection planning
  • Administration of private foundations and other charitable entities
  • Estate tax planning
  • Estate administration and compliance

Choose L&H CPAs and Advisors to Handle Personal Tax and Financial Matters

The experienced, knowledgeable professionals at L&H CPAs and Advisors can help manage both your business and personal tax, accounting, and financial affairs. 

No matter what stage of life you're in, you’ll find a valuable financial resource in L&H CPAs and Advisors. We offer a number of wealth management and tax planning services for high net worth individuals and families.

Discover the personalized attention and sound advice from our team of financially knowledgeable professionals. Call us at 972-421-1099 now or request a consultation online.