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

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

Deduct All of The Mileage You’re Entitled To

Rather than keeping track of the actual cost of operating a vehicle, employees and self-employed taxpayers can use a standard mileage rate to compute their deduction related to using a vehicle for business. But you might also be able to…

What you need to know about the tax treatment of ISOs

Incentive stock options allow you to buy company stock in the future at a fixed price equal to or greater than the stock’s fair market value on the grant date. If the stock appreciates, you can buy shares at a…