Planning. Compliance. Reporting. Structuring.

Loeb & Troper works with clients to ensure tax issues are addressed from a planning, compliance, reporting and structuring perspective. By integrating tax requirements with regulatory and industry issues, Loeb & Troper helps clients navigate and plan for success.

Continuity of Service

Loeb & Troper integrates tax expertise with the engagement team service, providing continuity of service and seamless workflow approach.

Tax and related services include:

  • Organizational & legal structures
  • State and Local Tax
  • Employee Benefit Plans
  • Exempt Organizations
  • IRS Form 990
  • Form 5500
  • Forms 1065, 1120, 1120S
  • Trusts and Gifting
  • Low-income housing tax credits
  • Sales tax
  • Fundraising
  • Private letter rulings