At Lopata, Flegel & Company LLP, we maintain close, personal relationships with our clients by providing year-round tax assistance and planning. We have built our reputation as a trustworthy, reliable resource for our clients’ business and individual tax needs.

Whether you are considering expanding your business or expanding your family, you are planning to retire or buy a rental property, it’s important to consider the tax implications of each decision you make. We seek to advise you as you make investments to grow your business or manage your personal affairs. Our tax advisors utilize the resources of our firm and associations in order to develop a comprehensive tax plan that is custom tailored to meet the needs of each client.

Our clients receive a high level of contact and involvement with our senior management. Since timing is a critical element of tax planning, we are in contact with our clients during the year. We provide timely, valuable advice that can help our clients achieve their financial goals.

Our services include:

► Preparation of Tax Returns

We provide a full range of tax compliance services for federal, state, and local tax returns for both business and personal tax:

  • Individuals
  • Corporations
  • S-Corporations
  • Partnerships
  • Trusts
  • Estates and Gift Tax
  • Employee Benefit Plans
  • Not-For-Profits Including Private Foundations
  • Sales and Use Tax
  • Payroll Tax
  • Property Tax

Throughout the tax preparation process we identify tax savings opportunities and make recommendations on steps our clients can take to further reduce their tax burden.

► Federal and State Audit Representation

Being selected for an audit generates stress for an individual or for company management. We lead individuals and businesses through the process and consult with them on potential solutions. We are advocates for our clients and work aggressively to achieve the most favorable result for the them.

► Consulting Services

Our tax professionals provide a variety of consulting services to minimize tax liability and help businesses prepare for the future, including:

  • Research and Development Tax Credits Studies
  • Cost Segregation Studies
  • Transaction Cost Analysis
  • Mergers and Acquisition Consultations
  • Business Succession Planning

► Multi-State Tax Planning and Compliance

In the age of technology and interstate commerce, cross-country business transactions have become standard. In many cases these transactions can create “nexus”, which is also known as a taxable presence in a state other than your business’ home state. Like GPS for your business, we help you navigate the road of regulations.

► Estate, Gift, and Trust Planning and Compliance

Effective estate and trust planning can ensure financial security for loved ones and can reduce or eliminate tax on the transfer of your assets to future generations. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.


Our Management Tax Services Include:

Business Tax Services

Personal Tax Services