Skip to main content Skip to search

Tax Services

You might not like paying taxes, but effective tax planning can reduce your tax burden and help you keep more of what’s rightfully yours! Working with a team of experienced CPAs can unlock the potential for significant savings hidden in your current tax strategies.

At LB Carlson, we take care to ensure you are paying the least amount of taxes while still complying with all relevant tax laws.

How we can help

We provide high-value tax consulting, planning, and preparation to thousands of businesses and individuals. Our team of experienced CPAs can oversee and manage all aspects of federal, state, and local tax compliance, planning, and forecasting.

It can be difficult to keep up with all the latest tax regulations and incentives. We will help oversee your compliance and plan ahead by providing expert advice on how these changes may affect you financially in both short-term and long-term goals. When applicable, we will also let you know how any changes will affect your industry.

Our tax professionals provide the following services:

  • Individual & Corporate Tax
  • Multi-State planning
  • IRS Tax Representation
  • Succession Planning
  • Compensation Planning
  • Mergers & Acquisitions
  • Entity Structure
  • Estate and Personal Financial Planning

Our tax services are designed to help business owners and individuals make informed decisions that minimize the amount of tax you will pay while retaining the most profit possible. No matter what your next move is, you can rely on our tax experts to help you evaluate all your options so that you fully understand all tax implications before making major decisions.

Today’s constantly changing tax code is complicated enough. Therefore, we keep our approach to client service simple. When you work with us, you can expect:

  • frequent and open lines of communication,
  • peace of mind, and
  • thoughtful planning that is customized to your immediate financial goals and long-term objectives.

No matter which tax planning decisions you are currently faced with, it is imperative to have a trusted advisor by your side that knows the ins and outs of state and local laws. Let’s work together and make sure you are taking advantage of every opportunity available to you.

Practice Leader
Robert Younkers
W. Robert Younkers

Your Tax Services Team Leaders

Joel Henley,
Principal

Michael Niznik, Principal

Dea Johnson,
Principal

Steven Bohn, Principal

Mark Branson,
Principal

Jacquelyn Bistodeau, Manager

Bridgette Janni, Manager

Related Posts

2022-midyear-tax-strategy-manufacturing

7 midyear tax-reduction strategies for manufacturers

As the midpoint of the year fast approaches, it’s a good time for manufacturers to assess their tax status and plan appropriate strategies for reducing their 2022 tax liability. Although each situation is unique, here are seven general tax moves…

Manufacturers need to act soon to take advantage of 100% first-year bonus depreciation

First-year bonus depreciation typically creates a powerful tax incentive for eligible manufacturers to purchase qualified property needed for business reasons. These tax write-offs can benefit a manufacturer’s cash flow, but claiming them isn’t always the best decision. However, if your manufacturing company wants to take full advantage of the bonus depreciation, this is the year to do so.

The IRS again eases Schedules K-2 and K-3 filing requirements for 2021

The IRS has announced additional relief for pass-through entities required to file Schedules K-2 and K-3 for the 2021 tax year. Certain domestic partnerships and S corporations won’t be required to file the schedules, which are intended to make it easier for partners and shareholders to find information related to “items of international tax relevance” that they need to file their own returns.

Transferring Values—Not Just Wealth—to Your Heirs

Many of us have thought about how to best transfer our wealth to our heirs someday. It’s vital to understand the importance of your values when it comes to your wealth and sense of purpose in life. Here’s how to show your kids the connection between the two so they see the “why” behind decisions made with the family money. 

Sales tax nexus

Sales and Use Tax Compliance in the Graphic Arts Industry

In the graphics arts industry, where drop shipping or sending direct mailers across several states can be a regular request, sales and use tax compliance is a complex issue that should be on your radar. If your business is not familiar with the new requirements, keep reading!