Individual & Private Client Tax Services
Managing wealth often involves more than investment decisions. Business ownership, executive compensation, trusts, estates, charitable giving, and significant life events all carry important tax implications. Effective tax planning helps protect wealth, support financial goals, and prepare for future generations.
LBMC’s Individual & Private Client Tax professionals are part of the LBMC Wealth Advisors team, providing tax planning and compliance services for business owners, executives, high-net-worth individuals, families, trusts, and estates. Working alongside our wealth management and Family Office professionals, we deliver coordinated guidance that supports every stage of your financial journey.
When Tax Planning Becomes More Complex
As wealth grows and financial circumstances evolve, tax planning becomes increasingly interconnected with business ownership, investments, estate planning, and long-term wealth preservation. Coordinating these decisions proactively can help reduce surprises, identify planning opportunities, and support your broader financial goals.
LBMC’s Individual & Private Client Tax professionals frequently work with clients who are:
- Business owners managing the tax implications of ownership, succession, or a future sale.
- Corporate executives navigating equity compensation, deferred compensation, and incentive plans.
- High-net-worth individuals and families seeking coordinated tax planning across investments, trusts, estates, and charitable giving.
- Trustees and beneficiaries managing trust administration and fiduciary tax obligations.
- Individuals experiencing major life events, including retirement, inheritance, relocation, or significant liquidity events.
Every client’s situation is unique. Our team works closely with LBMC Wealth Advisors and other specialists to develop tax strategies tailored to your financial objectives and changing circumstances.
Questions About Tax Services?
Tax planning becomes more complex as your financial life evolves. Whether you’re managing business ownership, executive compensation, trusts, estates, or significant life events, LBMC’s Individual & Private Client Tax professionals can help you develop strategies aligned with your long-term financial goals.Individual & Private Client Tax Services
LBMC’s Individual & Private Client Tax professionals provide personalized tax planning, compliance, and advisory services designed to address the complexities of wealth, business ownership, executive compensation, trusts, estates, and long-term financial planning. Working collaboratively with LBMC Wealth Advisors, we help clients develop coordinated tax strategies that support their financial goals today and for future generations.
Individual Tax Planning & Compliance
Federal, state, and local tax planning and compliance designed for business owners, executives, high-net-worth individuals, and families with complex financial situations.
Services include:
- Federal, state, and local tax returns
- Individual tax planning
- Tax advisory services
Estate, Trust & Gift Tax Planning
Preserving wealth across generations requires thoughtful tax planning. LBMC helps individuals and families evaluate estate, trust, and gift tax strategies that align with their financial objectives and legacy goals.
Services include:
- Estate plan reviews
- Trust planning
- Gift tax planning
- Charitable trusts
- Asset protection strategies
- Foundation planning
Coordinated Wealth Planning
Tax decisions affect every aspect of wealth management. As part of LBMC Wealth Advisors, our tax professionals collaborate with specialists in investment management, Family Office, retirement planning, charitable planning, and wealth transfer to deliver integrated guidance that supports your long-term financial goals.
Related services include:
- Family Office
- Investment Advisors
- Federal Business Tax (for business owners)
- Estate Planning
- Charitable Planning
If your needs extend beyond tax planning, you don’t have to find another firm; we’ll connect you with the right specialists within LBMC.
Tax Strategies Aligned With Your Financial Goals
Life changes, business decisions, and wealth planning often create new tax considerations. LBMC’s Individual & Private Client Tax professionals work with you to develop personalized tax strategies that support your financial goals today and for future generations.
Why Choose LBMC for Individual & Private Client Tax Services
- An integrated approach to tax and wealth planning through LBMC Wealth Advisors, helping ensure tax strategies align with your broader financial objectives.
- Experienced advisors serving business owners, executives, high-net-worth individuals, families, trusts, and estates with personalized guidance tailored to complex financial situations.
- Coordinated access to specialized expertise, including Family Office, Investment Advisors, Federal Business Tax, and Estate & Trust planning professionals when additional support is needed.
- Proactive planning that evolves with your financial life, helping you navigate business ownership, major life events, wealth transfers, and changing tax laws.
- Long-term relationships built on trust, discretion, and personalized service, providing continuity as your financial goals and family circumstances evolve.
Who We Help
- Business Owners – Coordinate personal and business tax planning to support growth, succession, and long-term financial goals.
- Corporate Executives – Navigate executive compensation, equity awards, deferred compensation, and other complex tax considerations.
- High-Net-Worth Individuals & Families – Develop coordinated tax strategies that support wealth preservation, estate planning, and multi-generational financial objectives.
- Trusts & Estates – Manage fiduciary tax obligations while supporting effective wealth transfer and long-term legacy planning.
Individual & Private Client Tax Resources
Individual & Private Client Tax FAQs
When should I begin proactive tax planning?
Tax planning is most effective before major financial decisions are made. Business sales, retirement, equity compensation, estate planning, charitable giving, and significant investment activity often create tax implications that benefit from early planning.
How often should I review my tax strategy?
Major life events, business changes, investment activity, and changes in tax law are all good reasons to review your tax strategy. Many clients benefit from ongoing planning rather than limiting conversations to annual tax return preparation.
How does business ownership affect my personal taxes?
Business owners often need coordinated tax planning that considers both the business and the individual. LBMC’s Individual & Private Client Tax professionals collaborate with our Federal Business Tax specialists to align personal and business tax strategies.
Does LBMC provide estate, trust, and gift tax planning?
Yes. LBMC advises individuals and families on estate, trust, and gift tax planning designed to support wealth preservation, efficient wealth transfer, and long-term family objectives.
How does LBMC work with Wealth Advisors?
As part of LBMC Wealth Advisors, our tax professionals collaborate with investment advisors, Family Office professionals, and other specialists to provide coordinated guidance tailored to each client’s financial goals.
Meet Our Individual & Private Client Tax Team
LBMC’s Individual & Private Client Tax professionals help business owners, executives, high-net-worth individuals, families, trusts, and estates navigate complex tax matters with personalized guidance. As part of LBMC Wealth Advisors, our team works collaboratively with wealth management and Family Office professionals to deliver coordinated tax strategies tailored to each client’s financial goals.
Let’s Make Sure We’re a Good Fit
Thank you for your interest in LBMC. We partner with high-net-worth individuals, families, and trusts seeking ongoing support in tax, family office services, estate planning, daily money management, or investment advisory.
Most engagements start at $5,000 and involve more complex or long-term financial needs. We may not be the best fit for one-time or lower-cost requests. If this aligns with your needs, share a few details below and our team will follow up.