Tax Preparation & Consultancy

*Tax services are provided through affiliate organization L-TAX, LLC. Lido Advisors, LLC is not licensed to, nor does it, provide tax advice or services. 

Beyond Tax Preparation

Taxes are typically our clients’ biggest expense. We were founded by CPAs, so we understand how tax strategies impact your overall wealth plan. Lido has partnered with our affiliate, L-TAX, to include tax planning as part of our client’s overall wealth management strategy. Our affiliate, L-TAX, provides holistic, proactive tax consulting and planning that synchronizes with the rest of our clients’ financial life, including their investments and estate plans.

Beyond just tax preparation.