Tax Services

Understanding the details, regulations and tax implications of financial and legal decisions can be daunting and overwhelming. Most personal, financial and business decisions have tax consequences. The Lofy Group tax team works closely with individuals, families, and business owners to help minimize tax burdens while meeting your broader financial goals. By proactively working together when you make major financial decisions, we can help you determine the best tax strategies to achieve your financial goals.

Lofy CPA® provides advanced strategic tax planning, tax return preparation, and compliance services. Our experienced CPAs understand the opportunities and challenges faced by high net-worth individuals and businesses. We know what a burden taxes can have on the creation, preservation, and transfer of wealth, and the importance of proper reporting. 

We are a Phoenix, Arizona-based CPA firm that provides a full range of services, including:

  • Year-Round and Year-End Tax Planning
  • Estate and Gift Tax Planning
  • Retirement Planning
  • Tax Return Preparation and Filing
  • Tax-Advantaged Investment Strategies
  • Trust Strategies
  • Business Tax Services
  • Bookkeeping and Payroll Services
  • Annual Form 1099 Filing and Reporting
  • Specialty Tax Solutions

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

Why Lofy CPA?

With over 40 years of experience, Lofy CPA® specializes in handling tax matters of all complexities, providing comprehensive solutions for both everyday tax needs and more specialized requirements. We serve individuals, families, and businesses to provide expert guidance on everything from tax planning and compliance to trust, estate, and gift tax issues.

Our mission is to help you navigate your taxes in an accurate and efficient manner so you can spend more time growing your business or focusing on what matters most to you. 

Our Team
Your Goals, Your Financial Future—Our Guidance

Your Goals, Your Financial Future—Our Guidance

Every financial journey is unique. Our tax professionals are here to provide the expertise and guidance you need to help you minimize tax exposure, optimize your financial plan, and ensure you’re on track to achieve your long-term goals. We take pride in the long-term relationships we’ve built, and the new ones we’re honored to grow every day.