Connecting Your Money To Your Life ^TM

Lofy CPA, PC and Lofy Law, PC are Phoenix, Arizona-based firms that partner with you to provide integrated legal and tax strategies to address your short and long-term financial needs. We work as your strategic partner to offer a wide range of services designed to help you grow, protect, and transfer your wealth in the most efficient and tax-effective manner.

We take a holistic approach to managing your wealth, addressing all aspects of your financial and legal needs, including tax planning, estate planning, business structuring, and asset protection. Our goal is to help you grow, preserve, and transfer your wealth efficiently, all while minimizing tax exposure and ensuring that your financial strategies are legally sound and aligned with your broader objectives.

Our process begins by understanding your entire financial picture, from your legal needs to your investment strategy, and integrates this into a unified wealth plan. Whether you are looking to optimize your financial strategy, structure your business for success, or secure your family’s future, we work with you to create a personalized roadmap for achieving your goals.

Lofy CPA® and Lofy Law® exist to fill needs that became evident during years of service. Over decades of service as a financial advisor, attorney, and CPA, it became clear to Thomas Lofy that the relationship many people have with wealth does not serve them well or move them toward the lives they want to live. Worry, stress, fear, shame, obsession, and a host of other barriers got in the way. When people came to Thomas, he often heard things like “I don’t know what I have, or what I should have - I don’t know what I don’t know.” They were overwhelmed, and the avoidance response of “don’t look” was often controlling.

The result was that families and businesses did not have a plan, they did not know what they had, they had exposure to risks they were not aware of, and they were missing opportunities. They were not connecting their finances with their goals and desires.

We understand that many individuals and business owners face overwhelming decisions when it comes to managing their wealth. That’s why our experienced attorneys and CPAs work closely with you to address risks, uncover opportunities, and ensure that your legal and financial plans are coordinated. Whether you are protecting your wealth from unnecessary taxes or planning for future generations, we guide you through the complexities of financial management with confidence.

With decades of experience in both law and tax, Lofy CPA® and Lofy Law® deliver tailored solutions that encompass:

• Comprehensive tax planning and strategy to minimize your tax burden while optimizing your wealth.
• Estate planning and trust administration to preserve your legacy for future generations.
• Business law and entity structuring to safeguard your business and align it with your long-term vision.
• Wealth transfer and succession planning to ensure that your assets are transferred smoothly and according to your wishes.

We want to help you turn your life aspirations into financial reality, and Connect Your Money To Your Life ^TM.

Legal and Tax Services are not affiliated with nor endorsed by LPL Financial.