Everyone who creates a business and wealth will one day transfer those things — voluntarily or involuntarily.
Estate planning mechanisms including insurance, trusts, elder care asset protection and timely asset distribution can greatly reduce or eliminate federal estate or inheritance taxes. It also includes asset protection, exit-strategy planning for business owners in structuring legacy planning, buy-sell agreements and mergers and acquisitions
Find out how easy it is to get started with our team. Start talking with our CPA team in your free initial consultation by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201.
Get help from a high net worth specialized CPA for tax planning and other services including, but not limited to:
Individuals as well as businesses need financial and tax planning. Our team is able to advise clients of pending changes to further reduce their tax liabilities and assist in their financial planning.
Knowing where your money is flowing can help you chart where your next chapter in life leads. That's why when the project calls for it, our team can help with cash flow budgeting, forensic financial audits, and more. Some of our most common financial audit services include:
If you need to provide financial assurance to your clients and stakeholders, then we can help you demonstrate your financials with our third-party auditing services trusted by hundreds of clients around the country.
If you or your business needs accounting support beyond bookkeeping needs, we can support your current and future plans with a number of tax and accounting services, including but not limited to:
Talk with our CPA team to learn more about the ways we can help your organization grow with an eye on your bottom line alongside industry compliance requirements.
By personally getting to know their clients, our teamis better able to assist them with all of their personal planning. Whether it’s a dream to put a child through college or a look toward the golden years, we are prepared to give clients the sound advice they need to invest wisely in their future.
We will work with your current financial advisor if you have one to ensure that your objectives and goals are being met from a personal, business and estate tax perspective to facilitate future cash flows being distributed to the client from their assets with an eye for minimizing potential tax burdens that could reduce anticipated income streams.
Find out how easy it is to get started. Schedule time with us today by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201. Our team will work with you to get started on your financial planning project as quickly as possible.
You always have options when you work with our team. Get started by scheduling a free initial consultation, visiting us at our offices, or sending us an email.
We have several offices in Maryland to help you with your tax, audit, assurance, and advisory needs.
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Talk with our team of CPAs to save money on taxes, protect your business, and more.
Send an email if we requested something or describe what you need help with.
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Send us a question or request a time to schedule your free initial consultation. Talk with the best CPA on our team for your tax or financial situation in a confidential discussion to help you move forward.
Lombardo Ayers offers tax, audit, assurance, and advisory services to individuals and small to mid-market businesses around the globe. Talk with our CPAs today.
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