Tax Planning Services from LPL Financial

Enlist a team of CPAs and tax attorneys who enable you to deliver customized tax plans that differentiate your financial practice and elevate your value.

The tax landscape is complex and ever-changing, and it requires technical knowledge and experience. When you partner with LPL Tax Planning Services, you add CPAs and tax attorneys to your team to deliver customized tax plans that elevate the value of your services and give you a competitive advantage.

We’ll work with you to review your book and identify clients who have specific personal, employment, and investment characteristics that help determine if they may benefit from tax planning. Then, on agreement to engage, we create a tax plan customized for each client on a case-specific basis.

Our Tax Planning Services will help you:

  • Increase value by demonstrating a tangible cost savings benefit to your clients.
  • We answer the most technical of tax planning questions so you can attend to your clients tax planning requirements.
  • Deliver a one- to three-year actionable roadmap for future investments and strategies.

Interested in learning more about the exclusive programs and services at LPL Financial, such as Tax Planning Services, that can help you achieve your vision of business success? LPL’s representatives are ready to answer your questions. Reach out today!

Paraplanning Services

Expand your financial planning offering, but not your payroll with plan creation and ongoing consulting.

Partial Book Sales

Right-size your practice to create capacity and regain focus on your goals.

Admin Solutions

Reduce daily tasks with experienced and trained administrative support.


The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Tracking  481825   LPL Financial   Member FINRA/SIPC