OUR SERVICES

Comprehensive Tax Services for Individuals, Businesses, and Families

At Lucchesi Tax Solutions, we provide accurate, thoughtful, and personalized tax services tailored to your unique needs. Our expertise spans individual and business tax preparation, as well as specialized gift and estate tax services.

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Individual & Business Tax Services

Individual tax return preparation (federal and state)

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Business tax returns (partnerships, S corporations, C corporations, LLCs)

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Amended returns

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Prior-year filings

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Tax notice assistance and IRS correspondence

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Year-round support and guidance

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Gift Tax Services

Preparation of federal gift tax returns (Form 709)

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Strategies for lifetime gifting

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Coordination with financial advisors and attorneys

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Planning for wealth transfer

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Guidance on annual exclusion gifting

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State gift tax considerations

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Estate Tax Services

Preparation of federal estate tax returns (Form 706)

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Support for executors and trustees

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Coordination with attorneys and financial advisors

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Guidance throughout the estate administration process

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State estate tax returns

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Planning strategies to minimize estate tax exposure

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Let’s Discuss Your Tax Needs

Schedule a complimentary consultation to learn how we can help you achieve your tax and financial goals.

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