Advisory Services

At Lanphier LLP, our primary emphasis is on supporting long-term client relationships through strategic and proactive tax planning. We believe that the true value of a CPA firm goes far beyond preparing tax returns -- it lies in helping clients understand their tax position, plan effectively for the future, and make informed financial decisions throughout the year.

Good tax planning should accomplish three fundamental goals.

The Three Goals of Good Tax Planning

1. Maximize Tax Efficiency

We want to help our clients minimize their tax liability as much as possible within all viable provisions in the tax code. This means identifying every legitimate deduction, credit, and planning strategy available to you under current law. Tax efficiency is not about being aggressive -- it is about being thorough, informed, and strategic in how you structure your financial affairs.

2. Mitigate Taxpayer Risk

We want to ensure that all tax positions taken -- on past or future returns -- are sound and defensible, are properly documented in the event of an audit, and do not inordinately increase a client's risk of being audited by the IRS. A good tax plan balances opportunity with prudence, and our team helps you navigate that balance with confidence.

3. Enhance Clarity in Decision Making

We want to empower our clients to make everyday financial decisions with their businesses and families without feeling like taxes are a blind spot or a mystery. When you understand the tax implications of your decisions before you make them, you are positioned to achieve better outcomes in every area of your financial life.

New Client Advisory Services

Every client relationship at Lanphier LLP begins with a robust and comprehensive initial planning engagement tailored to the needs and concerns of each new client. This foundational meeting allows us to understand your full financial picture, identify immediate opportunities and risks, and develop a customized roadmap for your tax and financial strategy going forward.

Our Signature Advisory Offerings

To accomplish these goals, we have developed two signature advisory service offerings that form the foundation of our client relationships.

• Business Best Practices Advisory -- Personalized coaching sessions for business owners covering tax calculation, payment planning, financial statement literacy, deduction rules, retirement account strategies, and more.
• Individual Tax Fundamentals Advisory -- Our nationally recognized offering for individual taxpayers, covering tax mechanics, leverage points for impacting your effective tax rate, tax-privileged accounts, and charitable giving efficiency.

Within each offering, we cover core planning topics that we feel are relevant and necessary to discuss with every client. Beyond the basics, we offer additional specialty content for more advanced or specialized tax planning needs, including multi-state nexus planning, international taxation, real estate investing, and employee stock compensation.

Nationally Recognized Innovation

Our firm is nationally recognized as a leader in the innovation of advisory services for small businesses and individuals. Through our structured advisory processes, we are able to support our clients' needs comprehensively and consistently. This is not a one-time conversation -- it is an ongoing relationship that evolves as your business grows and your personal financial picture changes.

We look forward to discussing your unique needs with you and developing a plan to assist you. Whether you are a Denver-based business owner looking to optimize your tax position or an individual seeking greater clarity about your personal tax situation, our advisory team is ready to help. Contact our firm today to learn more about how our advisory services can benefit you.