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FINANCIAL SERVICES

OUR SERVICES

At Light Up Tax, we’re committed to simplifying your financial journey by providing a comprehensive suite of services designed to meet your unique needs. Whether you're looking to stay compliant, optimize your tax situation, or receive expert financial guidance, our team is here to help you succeed.

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Compliance

We make tax preparation easy and stress-free for individuals and businesses. As your one-stop solution for accounting and tax needs, we ensure accuracy, timeliness, and full compliance with every filing. Our services include:

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  • Individual and Business Tax Preparation

  • IRS and State Tax Filing

  • Bookkeeping and Accounting Support

  • Payroll Processing

  • Tax Problem Resolution

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Let us handle the complexities while you focus on what matters most.

Wealth management
Retirement

Tax Planning

Our team specializes in identifying strategic tax-saving opportunities tailored to your needs. With an in-depth analysis of past returns, we uncover potential recoveries and ensure you never miss a chance to save. Our tax planning services include:

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  • Strategic Tax Optimization

  • Retirement Planning with Tax Savings

  • Business Expense Analysis and Deduction Maximization

  • Estate and Gift Tax Planning

  • Proactive Tax Strategy Meetings

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We confidently guarantee tax savings at least double our fee—your success is our priority.

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Investment

Advisory

We provide tailored tax-saving strategies designed specifically for your needs. With year-round tax advisory and implementation services, we’re dedicated to being your trusted partner. Our advisory services include:

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  • Business Formation and Structuring

  • Financial Analysis and Planning

  • Cash Flow and Budget Management

  • Tax and Regulatory Compliance Guidance

  • Strategic Growth and Profitability Consultation

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We’re here to support your growth and secure your financial success every step of the way.

Our Niche

Our seamless integration of industry insights and adaptive solutions allows us to address the unique challenges of the niches we serve. With a strong commitment to proven strategies and support, we deliver dynamic solutions that evolve with the evolving demands of these sectors.

Real Estate

Hospitality

Professional Service

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Tax Advantaged
Investment

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High Net Worth
Individuals

Retirement
Planning

Let us show you how we can help!

Each service is crafted with your financial goals in mind, empowering you to make informed decisions and achieve lasting success. Reach out today to discover how we can make a difference for you and your business.
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