LBMC can take care of your personal financial needs with tax services, estate planning and family office services. As the largest financial services firm in Tennessee, LBMC has a thorough understanding of your personal financial needs. Internet Tax Organizer (You must have been issued an ID and password to access this site.)

Tax Services for Individuals:

* Preparation of tax returns
* Development of tax advantaged strategies to meet long-term family and personal goals
* Planning for estate and wealth transfer
* Development of gifting strategies
* Assistance with qualified and non qualified retirement plans
* Evaluation of tax impact of investments
* Planning for changes in income tax laws
* Assistance with tax projections and estimated tax payments
* Consultation on wealth building strategies
* Planning for retirement
* Assistance with trusts and family limited partnerships