Tax Burden Reduction
Tax-Loss Harvesting
Tax Optimized Investment
Charitable Planning
Individual and Business Tax Preparation*
Complimentary 2025 Tax Strategy Insights**
* Tax preparation in all 50 states
** Upon completing your return, we will provide general insights for 2025 and a brief summary of your financial forecast based on our findings. It’s important to note that this does not include our Consulting service. However, Tax Consulting can be added to your service for an additional fee. Please refer to the Luxe Financials Tax Prep Rate Sheet for more information.
Our team will work with you to develop a strategic approach to your taxes, helping you plan for the future and make informed financial decisions.