Individuals

Through our Whole Picture approach, the experienced team of accountants and professionals at Lauterbach, Borschow & Co. can help you identify and develop planning strategies to help you not only reduce and defer taxes today and for years to come. 

We believe that tax planning is a process that should be done year-round, not only around tax time, so our team takes the time to understand your situation and concerns to help you develop a tailored plan, working with you throughout the year to take advantage of planning opportunities as they arise. 

Our tax planning services for individuals and families include: 

Additionally, through Lauterbach Financial Advisors, we are able to assist you with: 

  • Planning strategies related to reducing the tax impact of your investment portfolio (for example, issues related to concentrated positions, managing capital gains and dividend income and asset location strategies).
  • Retirement income planning and distributions from retirement plans and IRA’s. 
  • Education funding strategies. 

Primary Contacts: