Life. Liberty. Legacy
A holistic tax advisory and accounting firm that is a branch of your family unit.
01 Why Us?
Our mission is to carefully provide our clients with high-quality, meaningful, and goal-oriented tax advice and guidance through all stages of life.
Taxes can comprise up to 40% of your income, yet the tax preparation industry is solely focused on historical-looking numbers that have already occurred. Tax preparation is important, but so is properly aligning your taxes around your financial life.
Our team at Liberty Point Tax & Accounting (LPATS) functions as an integrated branch of your wealth management team. By working collaboratively with our wealth team, we can ensure we are aligned on your financial and investment objectives, allowing us to implement a tax plan to minimize your effective tax rate over your family's life, not just in a year.
About Liberty Point Tax & Accounting
02 Our Services
What we Offer
Tax Planning
Rather than look in the rearview mirror, we look forward to help you and your family align a tax strategy with your other financial goals.
Tax Compliance
We help our clients organize and prepare their annual tax filings in order to be in compliance.
Wealth Management & Financial Planning
Working directly with our financial planning team to help ensure your financial goals agree with the tax strategies that will enable you to meet those goals.
Estate & Trust Tax
Ensuring the orderly transfer of assets to your beneficiaries provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
Business Exit Planning
You’ve built a legacy and a profitable business. We can help you transition to G2 or structure a tax effective sale of the business.
Incorporation
You’re ready to realize your dream of being a business owner. We can help you take the first steps by creating your business for you.
03 Contact
Inquire or Schedule
04 Client Portal
Navigate to your secure portal to access tax returns, requested information, and other pertinent information. Additionally, login to your eMoney dashboard to review all your financial information.