Tax Planning and Compliance -

High Net Worth Individuals

At Lilling & Company LLP, our experienced tax professionals can make the process of tax compliance simpler and provide tax planning to help with your life’s changes and your evolving needs.

Our tax professionals have decades of combined experience handling individual tax compliance and preparation. We utilize this knowledge and expertise to help make filing your taxes simple and straightforward.

We work closely with our clients to obtain an understanding of their tax situations so that we might tailor our service to their needs. The knowledge of our tax professionals is comprehensive and we are able to handle complex tax filings over a wide range of compliance areas.

Just as our world is rapidly changing, so too do the tax needs of our clients. Our tax professionals will help with tax planning to cater to your situation and ensure that, as you look to the future, taxes will be one less thing you have to worry about.


For corporate professionals, we know the variety of investment opportunities can be wide-ranging and their impact on your tax return the same. That’s why at Lilling & Company LLP, we offer detailed assistance to our individual clients navigating the corporate space.

Whether it is multi-state or even multi-national K-1’s, pass-through entity tax credits, or qualified business income deductions, our tax professionals have experience with the complex filings of corporate executives and investing professionals. When one’s portfolio of investments extends beyond mere stocks or bonds and includes partnerships or S-corporations, we at Lilling & Company LLP have the knowledge and experience to assist clients in their complex compliance needs.

Our tax preparers have assisted numerous clients who receives dozens of K-1’s during tax season with many receiving multi-state K-1’s or the new Schedules K-2 and K-3 for international entities. We have worked with clients who are investors in pass-through entities electing the optional PTE tax to receive the maximum amount of the pass-through entity tax credit.

Navigating the world of business can be complex, and the tax implications for the corporate professional are numerous. We at Lilling & Company LLP are proud to have assisted many executives, directors, and partners as they manage investments and the tax effects they bring.


Corporate and Business Tax

Lilling specializes in corporate and business tax including preparation and planning for commercial entities, investment entities, broker-dealers, not-for-profits, and real estate entities.

We will work with your business to effectively plan its tax needs to limit its current and future tax liabilities. Lilling helps businesses in a wide array of industries, in both the United States and abroad, meet their tax compliance needs.


Contact us.

info@lillingcpa.com
516-829-1099

Two Seaview Boulevard
Port Washington, NY 11050