Lifetime Tax & Accounting
Lifetime Tax & Accounting

Concord, NH

M - F: 9 AM - 5 PM

Financial & Personal Tax Planning

Lifetime Tax and Accounting, Concord, NH


Financial and personal tax planning

Financial Planners in NH

Are you looking for personal financial planning assistance in New Hampshire? You're right where you should be. At Lifetime Tax and Accounting PLLC, our financial planners deliver services that are designed to help our clients reach and maintain their personal financial goals. We help people from all walks of life develop plans that target specific needs, including education, estate, retirement, cash flow and investments. It's our goal to help each of our clients succeed and become well informed about their financial situations.

Our Financial Planning Services Include:

  • Estate planning

  • Succession & retirement planning

  • Insurance risk and assessments

  • College education funds

  • Investment planning

  • Asset allocation

  • Estate planning

  • Succession & retirement planning

  • Insurance risk and assessments

  • College education funds

  • Investment planning

  • Asset allocation


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Personal Tax Planning

Just because your taxes are due April 15 each year doesn't mean you shouldn't be well prepared ahead of time. Tax credits and laws are constantly changing, making it virtually impossible to keep up with on your own. With proper preparation, you'll save money in the long-run by minimizing your tax liabilities while avoiding penalties from non-compliance or underpayment.

At Lifetime Tax and Accounting PLLC, we offer personal tax planning services that can be customized to meet your unique needs. We'll review your assets and liabilities to assess what new credits or laws will affect you for the upcoming tax season. We also offer tax reviews for prior years to determine if any deductions or credits were missed, so you can amend your previous returns if necessary.

Our Personal Tax Planning Services Include:

  • Prior year tax return amendments

  • Electronic filing

  • Tax consultation services

  • IRS representation

  • Individual tax preparation

  • Estate & trust preparation

  • Prior year tax return amendments

  • Electronic filing

  • Tax consultation services

  • IRS representation

  • Individual tax preparation

  • Estate & trust preparation

To learn how our personal tax planning services can help you, contact us today at (603) 230-2404! We're conveniently located in Concord, NH, which is easily reachable from Manchester, NH; Loudon, NH; Pembroke, NH; Bow, NH; Hooksett, NH; Goffstown, NH; Dunbarton, NH; Weare, NH; Derry, NH; Salem, NH; Nashua, NH and all of southern/central New Hampshire.

Contact Us

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Address

  (603) 386-6866

  (603) 386-6866

261 Sheep Davis Road, Suite 7
Concord, NH 03301

261 Sheep Davis Road, Suite 7
Concord, NH 03301

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