- Pay less in tax and grow your business while doing so.
- Preserve your wealth for now and generations to come.
- Reduce taxes on your income and estate.
- Explore new business opportunities and investment strategies.
- Reduce investment taxes.
- Reduce taxes on retirement distributions.
- And more.
Need your taxes filed and want to ensure you're paying the bare minimum?
It's not fair that business owners just like you are overpaying by thousands of dollars every single year.
We help our clients not just file their takes, but we also ensure they're paying the bare minimum. We've been told we're tax magicians and are ready to work our magic for you.
We help you plan to legally reduce your taxes and keep you compliant.
Most business owners people think their accountant is proactively looking for ways to help them save on taxes, but the truth is, the accountant’s job is to just tell you how much to pay.
(Not reduce your taxes.)
We don’t just tell you how much to pay, but we help you plan to legally reduce your taxes and file your returns to help keep you compliant.
We ARE trusted by:
This past year alone,
Business owners have experienced changes in:
- Net Operating Loss Carry back rules
- Limitations on deductibility of business interest expense
- Changes to depreciation for qualified improvement property
- Early withdrawals from retirement plans and participant loans
- Waiver of required minimum distributions
- Recovery Rebates
- Charitable Contribution Rules
- Modification of limitation on losses for individuals
- Provisions Applicable To Businesses
- And so much more...
When you book a tax analysis
We'll analyse how the above impact you and review:
- Legal Entity Design
- Retirement Planning Options
- Tax Cuts & Jobs Act (TCJA)
- Families First Coronavirus Response Act (FFCRA)
- Coronavirus Aid, Relief, and Economic Security Act (CARES)
- Insurance and Asset Protection
- Legal Loopholes
- Niche Specific Strategies
- Advanced Tax Planning Strategies
- Asset & Gift Freeze Options
- Tax-Advantaged Wealth Management
- Exit & Capital Gains
- And more...
If you're ready to ensure you're not overpaying on taxes, book your tax analysis now. We'll also work to make sure you're compliant on taxes now and in the future.
The team
Meet Your Advisors
Shaoul Levy
Shaoul Levy founded Levy | Lauter LLP after working for PriceWaterhouseCoopers. In starting his own practice, his goal was to cater to small businesses, real estate professionals, and executives in Southern California.
Shaoul has extensive experience in the real estate industry, assisting high net-worth individuals across a variety of different structures—having sourced, negotiated and executed $500M worth of real estate transactions, while providing tax compliance and accounting solutions.
Sue Villarosa, CPA
Suerische Villarosa joined Levy | Lauter LLP in 2015 as partner. She has 14 years of experience in both private and public accounting. She started her accounting career as a bookkeeper for a Los Angeles restaurant group and has worked in premier accounting firms such as Gursey | Schneider LLP, Provident Business Management, and BDO USA, LLP.
Sue has extensive experience in tax compliance for individuals, partnerships, trusts and corporations, and she has assisted and trained numerous clients in setting up their financial statements and accounting infrastructure. She enjoys training clients’ staff and management in Quickbooks, bookkeeping, reading and understanding financial statements, and making sound financial decisions for their companies.
About the firm
Reduce taxes, in a better way
When you take on the accounting and tax functions of your business, you’re taking time away from performing in your zone of genius—the whole reason you became an entrepreneur in the first place. What’s worse is by performing these functions, you may be taking on work you aren’t properly qualified for, causing yourself additional stress.
There is a better way. A way that lets you focus on the part of your business you love. Let us handle the tax returns and tax planning. We can also help with the financial statements and payroll, if you need it.
When Levy | Lauter LLP partners with your business, we do so with the goal of helping your business become the best it can be. We learn as much as we can about your business goals and what is preventing you from reaching them. We take away the fear and overwhelm so you can focus on running your business as smoothly as possible. Turn your business into a well-oiled machine!
Our Easy 3-Step Process
Let us show you how to save big on your taxes.
1. Schedule a tax analysis appointment.
2. Together, we’ll review your prior year tax return and current year financial situation.
3. We’ll provide you with recommendations on where you can save on taxes and will file your tax returns going forward.
Tax planning is the first step to reducing your taxes. We'll then file your taxes going forward.
Still not sure what tax planning can help you accomplish?
Here's just a little bit of insight -
Frequently asked Questions
Absolutely! We do tax planning first so we can reduce your taxes and then with upon our plan, there will be no surprises come tax time.
We work with most business owners and high-net-worth individuals.
Tax planning is complex, and it requires us to evaluate a lot of criteria to help you save as much money as possible. When you work with us, we partner with you to legally and ethically reduce your taxes as much as possible. We do this every single day and are experts in the field so you don’t have to be!
If you haven’t had an accountant before, you have nothing to worry about!
We can help ensure you get everything up to date and also minimize your existing tax liability.
For some businesses, it even makes sense to go back and amend previous tax returns to get access to more deductions. That being said, you will want to book a call sooner rather than later – because we can only go back so far, and waiting even more time could mean fewer savings for you.
We sure can. You are more than welcome to work with your existing accountant. We understand most CPAs and accountants don’t do tax planning like we do. So, we’re happy to just do the tax planning!
Since we offer services virtually, we have clients in states all across the US. Whether you’re in California, like we are, Hawaii, or somewhere in between, we can help!
If you’ve never received professional tax advice or tax planning advice, this likely makes sense for you regardless of where you are in your business journey.
However, if you feel like you might. be overpaying on taxes when working with your current accountant, then it’s worth checking in for a second opinion. We pride ourselves in helping our clients reduce their taxes as much as possible, and often, we have found ways to save our clients money on taxes – even if they have been working with another CPA for quite some time.
Everyone is different. We’ll look at your current circumstances and goals for the future to create a custom ta plan for you! The first call is always free and we’ll use that time to understand your situation and provide suggestions for the future.
Yes, we do. We offer accounting system setup and on-going monthly full-cycle accounting for business owners.
You can schedule a call to learn more.
As part of our planning process, we typically review past returns. If we come across errors, we will make you aware of them, their impact, and what options you have regarding fixing them.
Deciding who you want to help you with your taxes is a big deal. Most business owners see a return on their investment when working with the right accountant. However, the best way to find out if you’re at that level or if we are a good fit for you is to book a complimentary call. We’ll be able to help you understand if and how we may be able to help you. We’re always honest, and that includes letting you know if it doesn’t make sense for us to work together.
The best way to get started is to schedule a call. This call is always free and is used to understand if we are a good fit to help you.
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