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Tax Management

It’s not how much you pay in taxes; it’s what you have left after taxes are paid. In order to pursue your personal and business objectives, you need to balance your short-term burdens with your long-term business decisions. How you plan for and report your taxes can have a significant impact on your personal financial plan.

At Lowcountry Financial Group, our goal as tax practitioners is to work closely with you throughout the year to create innovative and customized plans to minimize your tax liability and help you pursue your financial goals. We believe in providing “strategic” tax compliance and consulting services that align with the needs of your business. Preparation of your tax return is the culmination of 12 months of activity and planning. As a result of our strategic planning process, we are positioned to prepare your return and close your compliance obligation.

The following is a list of tax services we provide to businesses and individuals:

  • Strategic tax planning
  • Individual federal and state tax return preparation and filing
  • Business federal and state tax preparation and filing
  • Trust and estate tax return preparation and filing
  • Federal and state tax credits
  • Representation before IRS and other tax authorities