Family Office

Beyond Taxes – A Dedicated Financial Partner for Busy Families

Experience personalized financial guidance designed to secure your family’s future. Let LA Tax Prep navigate the complexities of finance for you.

We provide comprehensive tax, accounting, and bookkeeping services, meticulously tailored to your unique financial picture. Our expertise ensures you navigate complex financial matters with confidence, leaving you free to focus on what matters most – your family.

Tax Planning & Compliance

Develop strategies to reduce your family’s tax burden and maximize your after-tax income.

Ensure accurate and timely tax return filing for federal, state, and local taxes.

Guide you through the audit process and protect your interests in case of an IRS or state tax audit.

Wealth Management & Legacy Planning

Implement strategies to minimize estate taxes and ensure a smooth wealth transfer to future generations.

Develop plans for tax-efficient gifting to minimize your taxable estate and support your family members.

Advise on charitable giving options that align with your philanthropic goals and maximize tax benefits.

Additional Family-focused Services

Analyze the tax implications of various investment options within your family’s portfolio.

Strategize to optimize tax benefits associated with education expenses for your children.

Develop a tax-efficient retirement plan considering your family’s financial goals.