David A. Lotz, CPA, P.C. provides tax and financial/accounting/payroll services related to individuals, corporations, partnerships, estates, and trusts including tax preparation and planning, financial statement preparations, compilation and reviews, and business planning and consulting. Multi-entity business structure, analysis,and setup for the purpose of meeting clients' needs for asset protection, estate and tax planning and retirement planning is an area of focus. Teaming with other outside professionals (financial planners, bankers, attorneys) is an important element for us to be able to meet the goals and needs of our clients.

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