Maximize Accuracy. Minimize Stress.
Maximize Accuracy. Minimize Stress.
Expert income tax services with smart planning strategies to help you keep more of what you earn.
What We Do
At LI Wealth Management Inc., we offer more than just tax preparation—
we offer clarity, compliance, and strategies for long-term savings.
Our Tax Services Include:
Individual & Business Income Tax Preparation
Accurate, efficient filing for individuals, entrepreneurs, and small businesses. We stay up to date with the latest tax laws so you don’t have to.
Tax Filing & Compliance
We ensure your tax filings are timely, correct, and compliant with federal and state regulations.
Year-Round Tax Support
We’re not just here during tax season. Get support throughout the year for notices, adjustments, and questions.
Tax Review & Second Opinions
Already filed? We can review your return for missed deductions or potential issues.
Strategic Tax Planning
Smart tax planning doesn’t happen once a year—it’s an ongoing process.
Income Timing Strategies
Defer income during high-income years or accelerate deductions in low-income years to minimize overall taxes.
Business Tax Optimization
We help business owners identify tax-saving opportunities through entity structure, expense management, and deduction planning.
Tax-Efficient Retirement Planning
We coordinate your retirement accounts and withdrawals with tax-saving strategies that protect your long-term wealth.
Strategic Tax Planning
Smart tax planning doesn’t happen once a year—it’s an ongoing process.
Income Timing Strategies
Defer income during high-income years or accelerate deductions in low-income years to minimize overall taxes.
Business Tax Optimization
We help business owners identify tax-saving opportunities through entity structure, expense management, and deduction planning.
Tax-Efficient Retirement Planning
We coordinate your retirement accounts and withdrawals with tax-saving strategies that protect your long-term wealth.
Why Clients Trust Us
We make financial planning straightforward and stress-free. Our step-by-step process ensures that your plan is personalized, practical, and flexible enough to grow with you.
Deep knowledge of current tax laws and updates
Personalized strategies that align with your financial situation
Transparent pricing, no surprise fees, and clear guidance
