Business Details
Your Trusted Partner for Accounting and Tax Solutions
At Lischkoff & Pitts, we redefine tax planning as a strategic tool for building lasting legacies. With decades of combined experience, our team of certified public accountants partners with business owners and individuals to transform financial uncertainty into actionable clarity. Our approach combines meticulous accounting practices with proactive tax strategies tailored to each client's unique goals, whether launching a startup, scaling an enterprise, or planning personal wealth.We prioritize transparent communication, quarterly financial check-ins, and customized systems that eliminate disorganization. By addressing complex tax laws, resolving IRS matters, and optimizing deductions, we empower clients to make informed decisions while focusing on their core priorities. Our legacy-driven methodology ensures every financial plan evolves alongside our clients' aspirations.
Services
Tax Preparation
Bookkeeping
Payroll Services
Forensic Accounting
Cash Flow Management
Business Valuation
Succession Planning
Estate Planning
Tax Relief
Cryptocurrency Accounting
Highlights and features
- We offer proactive tax planning to leverage your finances for future growth.
- Our team provides quarterly financial check-ins for continuous strategic alignment.
- Certified experts resolve complex IRS matters and optimize tax deductions.
- Customized bookkeeping systems eliminate financial disorganization permanently.
- Legacy-focused approach ensures plans adapt to evolving business and personal goals.
What people say
Saving money
Peace of mind
Confident decisions
Order instead of chaos
No surprises
Services
Tax Preparation
Comprehensive tax preparation for businesses and individuals ensures compliance while maximizing deductions. Our CPAs analyze financial records to identify savings opportunities and file accurate returns. We specialize in complex scenarios including multi-state filings and cryptocurrency transactions.
Bookkeeping
Maintain clean, up-to-date financial records with our systematic bookkeeping solutions. We implement customized systems for tracking receipts, managing accounts, and generating timely reports that provide actionable business insights for informed decision-making.
Tax Relief
Resolve back taxes, payment plans, and IRS notices through our specialized tax relief services. Our team negotiates with tax authorities, establishes manageable payment arrangements, and implements strategies to prevent future compliance issues for individuals and businesses.
Succession Planning
Develop strategic succession plans for business continuity and legacy preservation. We analyze ownership structures, create valuation frameworks, and implement tax-efficient transfer strategies to ensure smooth transitions during leadership changes or sales.
Estate Planning
Optimize wealth preservation through comprehensive estate planning services. Our experts coordinate trust structures, tax-efficient gifting strategies, and legal documentation to protect assets and facilitate seamless intergenerational transfers aligned with long-term financial goals.
People
Tim Pitts
Partner
Tim combines strategic vision with technical expertise to guide clients through complex tax and business challenges. His collaborative approach ensures financial plans align with personal and organizational legacy goals.
Scott Wiseman
Partner
Scott specializes in creating tailored accounting solutions that transform financial uncertainty into actionable clarity. He focuses on long-term client relationships built through consistent, transparent communication.
Mat Cox
Partner
Mat brings technical precision to tax planning and compliance matters. His proactive strategies help businesses and individuals optimize financial outcomes while maintaining regulatory adherence.
Sam Bellman
Partner
Sam prioritizes client education to demystify complex financial concepts. He develops systems that simplify tax compliance and empower informed decision-making for sustainable growth.
Greg Roberson
Senior Manager
Greg bridges technical accounting knowledge with practical business advice. He specializes in implementing processes that convert disorganized financial data into strategic decision-making tools.
Questions
How does LPW's tax planning differ from traditional accounting services?
We focus on proactive legacy-building rather than annual compliance. Our approach combines tax optimization with long-term financial strategy tailored to individual and business goals.
Can LPW help with disorganized financial records?
Yes, we implement customized bookkeeping systems and provide training to maintain order, transforming chaotic records into clear, actionable financial reports.
What tax relief options are available for overdue filings?
We assist with unfiled returns, IRS negotiations, and payment plan establishment, handling all communications while ensuring compliance with tax regulations.
How often do LPW professionals communicate with clients?
We schedule quarterly check-ins as standard but maintain open communication channels for urgent matters or significant financial decisions.
Does LPW handle specialized tax situations like cryptocurrency?
Yes, our team stays current with evolving tax implications for digital assets and provides compliant reporting solutions for cryptocurrency transactions.
