Generally speaking, an accountant is the most trusted advisor to individuals and business owners alike. They trust their accountant to make sense of the numbers, provide insight and a plan of action – to put their minds at ease. To deliver on this promise of trust, an accountant must be an advocate for their clients, not just a number cruncher.
We have a saying at LFL Veritas: “The tax tail does not wag the dog.” For us, it’s not just about your taxes. It’s about your bigger financial picture. It’s about your peace of mind. As your advocate, our top priorities are you, your family, and your business. Make smart family and business decisions first. Then, we’ll help you determine the best way to support those decisions from a tax and financial planning perspective.
The word “Veritas” is in our name; it’s Latin for “truth.” As your advocate, who listens to your concerns and goals, we’ll always be truthful with you. We’re honest and transparent about the upsides and downsides of your financial options. Once all relevant information is on the table, we’ll work with you to develop practical solutions, specifically designed to help you achieve your personal and business goals.
Let LFL Veritas be your advocate. Contact us to get started.