For over 30 years, Leger CPA has built a reputation on honesty, respect, and trust. We provide a level of service that is expected and appreciated by high-net-worth clients. It’s not about crunching numbers; it’s about building relationships. We’re not a “fill out and file” firm. Our approach is much more integrated. We listen, we strategize, and we present opportunities for each individual client to achieve their own version of financial wellbeing and wealth management.
Higher net worth individuals and families typically have more complex taxes and require a personalized approach when preparing and submitting annual returns. We apply principles of tax efficiency to help you retain the maximum amount of net earnings. Ours is a highly individualized process that results in long-standing relationships with clients. We become familiar with your finances and returns, which allows us to offer a strategic approach to your tax preparation.
When confronting a situation where the justification of income and expenses is reviewed by the IRS or private agencies, it’s in your best interest to have experienced representation. We collaborate with tax attorneys and are meticulous in our approach. This includes reviewing all documentation, researching judgments, explanation of financials, and presenting potential outcomes to give you the utmost confidence when faced with financial review.
Having a solid strategy yields higher returns. We work closely with financial advisors and believe in the team approach. There are numerous retirement plans and we help you find the most effective choice. That could be a solo 401k, IRA, Roth IRA,or SEP just to name a few.