We partner with successful individuals & families to plan for the future, preserve assets, and manage wealth.
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.
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:
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:
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:
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.
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.
*Financial planning and investment services are provided by an affiliate, Atlas Wealth Advisors, LLC, an SEC Registered Investment Advisor. Information about Atlas Wealth Advisors, LLC and its services can be found on the firm's website here: www.atlaswealthadvisors.com