Family Business Services

Family businesses are different and have unique needs that require knowledgeable experienced accounting and tax and business consultation. Lazar Levine & Felix LLP works closely with these clients to help them prepare to meet and surmount the challenges they face in protecting the assets spent a lifetime building, and in attaining business, financial and personal goals.

These types of clients usually have very complex needs. LLF believes that our success is a direct result of our ability to be proactive in anticipating these needs, such as:

• Clarification to complex financial issues – we provide our clients with an easy understanding of all aspects of their finances.

• Compliance with tax laws and filing requirements – we ensure that all their IRS, state and local tax requirements are met on a timely basis.

• Planning – we constantly look at our clients financial situation and work on a plan to best leverage their resources and reduce their tax liabilities.

• Business consulting – we consult with our clients regarding their business potential for success and how it affects their personal financial picture and vice-versa.

• Intelligent and informed decisions – we help our clients make their financial decisions based on careful consideration of all the facts affecting their future.

Strategies for:

• Implementing innovative tax planning

• Minimizing taxes

• Effectively maintaining compliance with governmental agencies

Financial counseling and direction in:

• Managing assets

• Cash flow analysis

• Bill paying and record keeping

• Charitable gift planning

• Insurance planning (health, life, disability, etc.)

• Retirement planning

• Estate planning

We provide clients with:

• Concise, easy to read monthly reports: summarizing recent activity and cash positions across key variables

• Assistance in the management of health issues (i.e. nursing and long term care, insurance claims, etc.)

• Personalized services such as bill paying, check writing, monitoring multi households staff (including payroll)

The way our professionals service clients is key to the way we conduct business. All clients receive a personalized approach that analyzes needs and tailors individualized strategies. We serve as the “quarterback” and coordinate all activities of each professional involved in a client’s financial picture (investment advisor, banker, attorney, insurance professional, etc.). LL&F provides a responsive approach to our clients’ personal requirements, needs and objectives, both today and in the future.

 For more information contact info@lazarcpa.com.

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