Business Details
Your Trusted Partner for Tax Planning Solutions
Founded by Marc L. Lichtenberg with over 35 years of tax planning and accounting experience, our firm provides personalized, proactive tax services tailored to individual and business needs. We prioritize accessibility, timely counsel, and a one-on-one approach to guide clients through complex tax landscapes. Our team of certified professionals delivers clarity and strategic planning, ensuring financial goals translate into tangible results. By fostering year-round collaboration with clients and their advisors, we develop customized solutions for tax compliance, reduction, and deferral strategies. Our secure digital platform streamlines document sharing while maintaining personalized interaction throughout the process.With specialized expertise in S Corporations, partnerships, estate planning, and multi-scenario tax projections, we combine technical rigor with client-focused service. Our internal quality control ensures accuracy across every return, supported by an annual organizer to simplify document preparation. As trusted advisors, we integrate investment, estate, and insurance planning into comprehensive tax strategies. Our commitment to frequent client interactions deepens our understanding of business operations, enabling more effective decision-making support. This boutique model ensures clients receive dedicated attention while leveraging decades of industry expertise.
Services
Individual Tax Services
Business Tax Compliance
Estate Tax Planning
Tax Projections
Consulting
Highlights and features
- Over 35 years of tax planning expertise
- Personalized service tailored to individual needs
- Secure digital portal for document sharing
- Collaboration with financial advisors and attorneys
- Frequent client interactions for deeper understanding
Services
Individual Tax Services
We provide one-on-one individual income tax preparation with ongoing consultation throughout the process. Our team verifies return accuracy, identifies planning opportunities, and employs a three-stage quality review. A secure digital portal enables seamless document exchange while maintaining personalized guidance at every step.
Business Tax Compliance
Specialized tax compliance and planning for S Corporations and partnerships. We conduct regular financial assessments, implement tax reduction strategies, and coordinate business tax obligations with individual returns. Our frequent client interactions ensure operational familiarity for informed decision-making.
Estate Tax Planning
We prepare and plan estate, trust, and gift tax returns while optimizing tax efficiency between entities and beneficiaries. Collaborating with attorneys and financial advisors, we help execute trust objectives through strategic gift tax filings and multi-generational planning.
Tax Projections
Our proactive tax planning identifies income fluctuations to optimize tax brackets through deferral or acceleration strategies. We create multi-scenario projections for life changes, liquidations, and major transactions, integrating investment, insurance, and estate planning considerations.
Consulting
We offer year-round tax consulting to address compliance questions, implement planning strategies, and coordinate with client advisors. Our services include cash flow forecasting for tax obligations, entity structure analysis, and strategic guidance for business and personal financial alignment.
People
Marc Lichtenberg
Founder
Marc founded the firm with over 35 years of tax expertise, specializing in strategic planning for individuals and businesses. He leads client advisory services and ensures the firm's commitment to personalized, proactive solutions.
Greg Farnworth
CPA
Greg provides comprehensive tax compliance and planning services, focusing on small-to-midsize businesses. His expertise includes entity taxation, cash flow strategies, and year-round advisory support for operational efficiency.
Jamileh Dyer
CPA
Jamileh specializes in complex individual and business tax returns, offering tailored strategies for tax reduction and compliance. She works closely with clients to implement proactive planning solutions aligned with financial goals.
John Tronolone
CPA
John delivers tax planning expertise for estates and trusts, collaborating with legal and financial professionals to optimize multi-generational wealth transfer strategies while ensuring regulatory compliance.
Elizabeth Mettille
CPA
Elizabeth focuses on individual tax compliance and strategic planning, helping clients navigate tax implications of major life events through detailed projections and actionable planning techniques.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax preparation with personalized consultation, secure document exchange, and proactive planning to optimize yearly returns and long-term financial strategies.
How do you support small-to-midsize businesses?
We offer entity tax compliance, cash flow forecasting, and strategic planning for S Corporations and partnerships, integrating business performance assessments with individual tax implications.
Can you help with estate and trust tax planning?
Yes, we prepare estate, trust, and gift tax returns while collaborating with legal advisors to implement tax-efficient wealth transfer strategies and multi-generational planning.
What makes your tax planning approach unique?
Our frequent client interactions enable deeper business understanding, allowing tailored tax deferral and reduction strategies integrated with investment, insurance, and retirement planning.
How do you handle multi-year financial projections?
We create customized multi-scenario tax projections considering life changes, major transactions, and income fluctuations to guide strategic decision-making across multiple tax years.
Do you work with other financial professionals?
Yes, we collaborate with attorneys, investment advisors, and insurance brokers to provide comprehensive solutions that align tax strategies with broader financial and estate planning objectives.
