When evaluating Financial Advisors, we encourage you to ask if they provide their clients with tax advice. Lighthouse Tax Services was formed specifically to provide personalized tax planning and tax preparation for clients of Lighthouse Wealth Management. Limiting these services only to clients of Lighthouse allows us to provide a higher level of attention when it comes to recommending and implementing tax strategies.
Prior to integrating Lighthouse Tax Service, LLC our clients had separate relationships for their tax preparation/planning and their investment advisors. Bringing this under one roof allows our clients to cut out a third party and streamline the preparation of their tax returns.
Lighthouse Tax Services, LLC is led by partner Ed Kozlowski, and also retains the services of several local Frederick County CPA’s. This gives us the tax expertise to ensure that our clients have access to updated strategies to reduce tax burdens and retain wealth.