Constantly changing rules require a CPA who knows you, your business and the tax implications.
Our CPA team meets your needs while helping you manage tax risk, control costs while reaping maximum benefit for your business.
Employing professional tax planning services by an effective certified public accountant is an essential element of any integrated wealth management strategy for businesses. Our CPA team offers forward-looking consulting and compliance services to help you build your net worth and manage your obligations.
Contact our CPA team today for your free consultation!
What We Do
Planning and preparation services:
- Compliance and preparation services
- Strategic tax planning services
- Trusts, partnerships and estates
- Research and development tax credits
- State and local taxes
Meet Our Professionals
Marcy Lantz, CPA, CSEP®
Aldrich CPAs + Advisors LLP
Marcy joined Aldrich CPAs + Advisors in 1995 and has worked with a wide range of clients, including high-net-worth individuals, private equity, financial lending, distributors, manufacturers, and other closely-held businesses. Marcy is also the Director of Tax and Director of Estate Planning. Marcy has a special interest and expertise in estate planning and estate tax…
- High-net worth individuals
- Closely-held businesses
- Certified Public Accountant
- Strategic tax planning and compliance
- Certified Specialist in Estate Planning (CSEP)
- Private-equity and financial lenders
Tax Planning News and Insights
DCAA, FHWA, PPP and More: Calculating Overhead Rates while Navigating Forgiveness and Other Recovery Programs
“Farmers, ranchers, fishers, and foresters are never working for a thank you, but this Ag Day, in particular, serve… t.co/1XnL20PkKG
Happy National Ag Day! This year, we're celebrating farmers, ranchers, fishers, and foresters who adapted to slow… t.co/W2YPbDnZBI
As 2020 comes to a close, we want to thank our clients and staff for an incredible year. Despite the ups and downs,… t.co/mFBiTvvY0K
Season’s Greetings from Aldrich! Our team is feeling festive after a wreath-making workshop led by our own Dani… t.co/iwsOt8IBj9