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Private Client Services

Comprehensive, personalized planning and advisory services.

Effective tax planning for high net-worth individuals requires both technical resources and in-depth knowledge of each client’s unique financial situation. It is not a once-a-year activity. Strategies must be maintained and reassessed, with constant monitoring of changing financial positions and evolving tax regulations, as well as new legislation – federal, state, and international.

At Loftis CPA, our methods are immersive and holistic, factoring in all sources of income with charitable interests and short- and long-term goals, both personal and professional. We approach every client situation first with a focus on their objectives, then with awareness of the total tax and financial position.

 Some areas of focus include:

  • Developing a comprehensive, family wide income tax strategy
  • Considering all potential tax benefits or costs of being a resident in different jurisdictions
  • Continually bringing tax saving ideas to our clients
  • The effect of assets that may reside in foreign locations
  • International income tax planning
  • Alternative minimum tax planning
  • Cash flow projections for tax liability planning
  • Representation and support in IRS or state tax audits
  • All required compliance