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Guide
How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Selling a C Corporation
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Benefits of Outsourcing Your Human Resources Function
HR responsibilities can quickly become overwhelming for small business owners. Alleviate the burden and save money in the long run by outsourcing your HR functions.
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Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

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Pella Client Testimonial
I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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Lutz Accounting

Tax Planning Services

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Lutz Accounting + Tax

Sound tax advice to meet your unique needs.

At Lutz, our experienced tax advisors will work closely with you to ease the burden of complex and time-consuming tax issues. Whether you’re a corporation, partnership, or an individual, our team offers custom tax planning services tailored to your unique circumstances and industry. Our solutions range from annual filings and projections to complex estate and succession planning, tax strategy consulting, and employee benefit plan reviews. We can provide you and your business with the knowledge and resources to make smart decisions and minimize your tax liability. 

The size of our team allows for specialization, in-depth expertise, and the ability to take the time to understand your everyday business practices. With our reliable and proactive services, you can rest assured that your taxes are in good hands.

Solutions

  • Federal Business Tax

    + International Tax
    + Cost Segregation Studies
    + R&D Tax Credits
    + Section 179D Energy Efficient Commercial Building Tax Deductions
    + Interest Charge Domestic International Sales Corporation (IC-DISC)
    + Work Opportunity Tax Credits (WOTC)
    + Last In First Out Inventory (LIFO)
    + Business Entity Selection

  • Individual Tax

    + Accounting & Tax Services
    + Estate & Trust Matters
    + Executive Compensation Planning

  • State & Local Tax

    + Multi-State Nexus Reviews
    + State Credits & Incentives
    + Sales & Use Tax
    + Personal Property Tax
    + Income & Franchise Tax

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  • Estate & Succession Planning

    Estate and succession planning is a critical step to safeguard the future of your family, company, and assets. Since tax laws on estates, gifts, and income are constantly evolving, it’s essential to have a purposeful strategy. Our trusted advisors can offer professional, unbiased assistance for every step of the process, from assessing opportunities to reduce future tax liabilities to creating business succession plans and wealth transition strategies.

    + Estate Structure & Planning with Trusts, Wills, & Life Insurance
    + Estate Transfer Procedures
    + IRA & Pension Asset Distribution
    + Lifetime Gifting
    + Ownership Transfer
    + Change in Control
    + Funding the Buy-Sell Agreement

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Lutz Accounting

News & Insights

Accounting
Year-End Tax Planning Strategies for Businesses and Individuals
The end of the year is a great time to soak up holiday cheer with family…and think about your ...
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Financial Planning
Advanced Estate Planning: What to Know Before 2026
The approaching deadline of January 1, 2026, is drawing closer, bearing significant ...
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Accounting
Visa & Mastercard Class Action Settlement: Refund Opportunity
If your business has accepted Visa and Mastercard payments between January 1, 2004, and ...
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Accounting
Corporate Transparency Act + BOI Reporting
The Corporate Transparency Act (CTA), enacted on January 1, 2021, aims to combat money ...
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