Services for Individuals
A Local Accounting Firm Can Help You Plan for the Future
At Lawrence R. Pappas, CPA, P.C., we care about the client behind the numbers. That is why we do our best to expand our services for individuals beyond yearly tax returns to cover all your financial needs.
Tax Planning and Preparation
- We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due date compliance monitoring systems to prevent the costly interest and penalty assessments attributed to late filing. We prepare all federal, state, and local tax returns for individuals as well as for Estate, Gifts, and Trusts at competitive, affordable rates because we care about our clients’ well being as much as our own.
IRS and State/Local Representation
- We know the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities.
Consulting Services
- Lawrence R. Pappas, CPA, P.C. offers a wide arrange of consulting services to help you improve your individual economic situation.
Estate Planning
- Our firm offers estate planning services so you can minimize both federal and state tax liabilities. Our goal is to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies. We also prepare Estate tax returns.
Retirement Planning
- We believe that it is never too early to begin planning for retirement. If you want to live the same lifestyle (or an even better one) than you do now, you need to start planning NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years (in 10, 20, or even 50 years from now) live up to your expectations.
Pension Profit and Sharing Plans
- With our assistance, you can weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit sharing plans, including: 401(k), SEP, SEP IRA, Keogh, and health insurance plans.
Litigation Support
- Our firm can provide a full range of assistance for you and your legal counsel.
