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Tax-Conscious Individuals

Providing advice to help you become more tax-efficient

We not only help individuals file their tax returns, but also to anticipate future taxes and seek ways to lower their long-term tax burden. We look forward to consider the impacts of future income, the sale of investments or property, proposed changes in tax law, and other taxable events. By exploring various options, we help you make decisions that could lower current or future tax bills.

Working alongside our financial advisors, we can also create projections to show how Roth conversions or other investment adjustments could save taxes for yourself or your heirs. A good financial plan will help you achieve your goals in a tax-efficient way; by working as a team, your Lucas Group accountant and financial advisor will seek ways to lessen the impact of state and federal taxes, as well as any potential estate tax.

A real estate agent who is going over paperwork with a couple