Tax Planning
Smart, Strategic Tax Solutions for Families and Business Owners
At Loviscky & Cressman, we take a proactive, personalized approach to tax planning—helping individuals, families, and closely held businesses reduce tax burdens and build long-term financial strength. Our experienced attorneys work closely with you to align your tax strategy with your estate and business goals, so you keep more of what you’ve worked hard to earn.
Why Tax Planning Is Essential
Taxes affect every stage of your financial life—from your income and investments to your estate and business transitions. Without a clear strategy, you could be leaving opportunities (and money) on the table.
Our tax planning services are designed to:
- Minimize federal and state income, estate, and gift taxes
- Optimize your charitable giving and legacy planning
- Ensure compliance while maximizing available deductions and credits
- Support smart decisions today that protect your wealth tomorrow
Our Tax Planning Services Include:
- Personal Income Tax Preparation
We prepare accurate, timely returns for individuals and families—maximizing deductions, reducing audit risk, and aligning with your broader financial goals. - Business Tax Preparation
From S-Corps to partnerships and sole proprietors, we file returns that reflect your business structure and help reduce liabilities. - Tax Planning Integration
We go beyond filing—ensuring each return supports your estate, succession, and retirement strategy. - Entity-Based Solutions
Whether you're forming a new business or restructuring an existing one, we offer preparation services tailored to your legal and tax entity type.
Who Benefits from Tax Planning?
Tax planning is valuable for:
- High-net-worth individuals and families
- Business owners preparing for growth or transition
- Retirees managing distributions and RMDs
- Anyone seeking to leave a meaningful legacy with minimal tax impact
Plan Proactively. Preserve More.
The best tax strategy isn’t reactive—it’s proactive. Let us help you uncover opportunities, eliminate uncertainty, and preserve your legacy through intelligent planning.