Tax Services

You and your family are unique, and so are your financial planning and tax compliance needs. Since our founding in 1984, Lear & Pannepacker, LLP has worked to know our clients on a personal level so we can best assist them reach their financial goals. That’s one reason so many clients have been with us so long. Today, the Federal Tax Code is over 73,000 pages long and our experienced tax and financial planning professionals will work hand-in-hand with you to provide innovative plans and accurate reporting that is built around your unique needs and in compliance with the maze of tax code requirements. We offer a wide range of tax services to suit both your needs and budget.

Business Tax Services

Taxes are one of the largest expenses that any business or business owner will incur, and it is essential to the success of the business that the owners have a team behind them to assist with the creation and implementation of a plan to minimize the tax burden. Such a plan will frequently span several years and require the technical depth and ability to look towards the future, incorporating the owner’s goals as well as changes in tax law. Our team at Lear & Pannepacker, LLP is deeply skilled and experienced in the area of tax planning across all types of business.

  • Assistance with state tax audits
  • Due diligence for business acquisitions
  • Franchise tax compliance and planning
  • Identifying state tax credits and incentives
  • Preparation of business tax returns
  • Sales and use tax consulting
  • Tax compliance
  • Tax planning
  • Taxpayer advocacy at federal and state tax examinations

Individual Tax Services

At Lear & Pannepacker, LLP, we recognize the difference between filing tax returns and employing tax planning strategies. Our goal is to help our clients maximize earnings while minimizing their tax liability. We strive to deliver the best client service by communicating with our clients frequently, keeping us aware of any changes in their personal lives. As a result of this familiarity, we are often able to identify potential tax savings opportunities. Through our continuing professional education, our team remains up to date on any new tax laws, and we communicate how these changes may affect our clients.

  • Assistance with state tax audits
  • Charitable giving strategies
  • Identifying state tax credits and incentives
  • Nexus analysis to ensure compliance with state and local tax laws
  • Preparation of individual tax returns
  • Retirement plan tax considerations
  • Stock option compensation planning
  • Tax compliance
  • Tax planning
  • Taxpayer advocacy at federal and state tax examinations

State Tax Services

State and local tax laws are continuously changing and increasing in complexity as each state attempts to create new sources of revenue. Our team is skilled in planning for new tax law changes and opportunities as your business or individual tax situation changes, as well as problem-solving including negotiating voluntary disclosure agreements and tax audits. We’re committed to assisting you in navigating state and local tax laws, along with identifying tax and financial incentives to minimize your tax liability and create additional cash flows.

Meet Our Team

Michael G. Lettiere

Director of Taxation

Dennis M. Machulsky

Associate Director

Pavan Rajput

Supervisor

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Our tax service professionals are available to answer any questions you may have!

Fill out the form or give us a call and we’d be happy to assist you.