Services

Have you been handling your individual tax situation alone? While this works for some people, as the various factors influencing your tax situation become more complicated, you reach a point where the help and guidance of an expert is required. That’s where we come in. Lohman Company is eager to partner with individuals to help ensure that they are making the most of their unique tax situation. From basic tax needs to complex, involved returns—and everything in between—we are here to help.

We offer the following individual services:

• Individual Tax Returns
• Strategic Tax Planning
• Estate and Trust Returns
• Estate and Trust Planning
• Multi-Generational Estate Planning
• Life Insurance Analysis
• Family and Charitable Gifting

Lohman Company is pleased to provide expert services to a wide range of diverse and valued clients. We offer comprehensive, strategic guidance that meets all areas of tax, consulting, and audit needs. We work diligently to get to know each of our clients thoroughly in order to craft tailored strategies based on their visions and in pursuit of their goals. Our personal, high-quality service sets us apart from our peers.

We offer services in the following areas: