Your trusted advisor for all your tax planning and accounting needs
At ML Lichtenberg & Associates, we pride ourselves on being accessible to our clients, providing timely council to guide you through the ever-changing tax landscape. Founded by Marc L. Lichtenberg with over 35 years of tax planning and accounting experience, our boutique firm by design is dedicated to delivering proactive tax services with an uncompromised focus on client service. Our team of experienced professionals will take the time to provide the clarity you need, working with you throughout the year to ensure that your financial goals become your financial reality.
Our Services
We provide a range of services designed to meet the unique needs of our clients. Our primary services include individual income tax preparation and planning, small to mid-size business tax compliance planning, estate, trust, and gift tax services, and tax planning and consulting. Whether you're an individual looking for personalized tax services or a business seeking guidance on tax compliance and planning, we are committed to providing the expertise and attention to detail you deserve.
Individual Income Tax Preparation & Planning
Our individual income tax services are delivered with a one-on-one approach, which includes an open dialogue with you throughout the entire process. We work together to verify the accuracy and completeness of the return and to identify planning and proactive tax strategies. Our internal quality control process then includes a detailed, technical, and final review of your returns before delivery, with additional dialogue as needed.
Small to Mid-Size Business Tax Compliance Planning
Our entity tax services are designed to go beyond tax return preparation. We work with you several times a year to assess the financial performance of your company, employing tax reduction and deferral strategies, and determining cash flow needed to meet your tax obligations. During the year-end planning process, we also consider the impact of the business on your individual tax situation and can advise you of the amounts and timing of balances owing/refunds.
Estate, Trust, and Gift Tax
We provide preparation and planning services for estate, trust, and gift tax returns. We consider the tax efficiency between the entity and beneficiaries, and collaborate with your attorney, financial advisor, and other professionals when needed to meet the trust objectives.
Tax Planning and Consulting
Our tax planning and consulting services are designed to help you achieve your financial goals. We identify, explain, and execute tax reduction and deferral strategies, working together to determine accurate assumptions to prepare projections/forecasts of your current and next year's tax obligations. We also help you plan for major life occurrences, lifestyle changes, liquidating events, and significant transactions by generating multi-year and multi-scenario tax projections.
Exceptional Tax Services
The reviews highlight the outstanding experience of working with Greg Farnworth and the MLL team. Business Owners and New Parents: The team has demonstrated exceptional understanding of their clients' unique situations, simplifying complex matters and exceeding expectations. Exceptional Service: Greg's ability to adapt to clients' needs, offering detailed breakdowns or concise information depending on preference, has earned the trust and confidence of clients. Highly Recommended: The team is recommended for anyone seeking professional and personalized tax services.
Services and Expertise
The MLL team is praised for providing exceptional tax services, with Greg Farnworth's expertise being particularly noteworthy. The team's ability to simplify complex matters, adapt to clients' needs, and offer personalized attention has resulted in a high level of satisfaction among clients.
Conclusion
Overall, the reviews demonstrate the exceptional quality of services provided by Greg Farnworth and the MLL team. Clients praise the team's ability to understand their unique situations, simplify complex matters, and offer personalized attention.
