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Lorenzo Tax CPA
Lorenzo Tax CPA
Modern Day Solutions, From a Trusted Source
Certified public accountant in North Providence, RI
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5.0
Multi-engagement tax firm offering crypto tax solutions, corporate tax planning, and private client services.
About
Lorenzo Tax is a modern-day tax firm offering specialized services in crypto tax solutions, corporate/enterprise tax for funds and businesses utilizing cryptocurrency, and private client services designed to create custom financial plans. The firm emphasizes a hospitality approach, providing personalized and collaborative tax solutions to ensure clients' financial journeys are effective and enjoyable.
Specialized crypto tax solutions
Corporate/enterprise tax for crypto funds
Private client tailored financial planning
Services
Crypto Tax Solutions
Dedicated team for individuals with crypto reporting and IRS needs, and corporate/enterprise solutions for funds and businesses using crypto.
IRS compliance
Audit defense
Capital gains management
Inherited asset planning
Private Client Services
Custom financial plans tailored to individual goals, incorporating proven strategies for short-term and long-term cash flow management.
Personalized financial planning
Strategic tax planning
Legacy planning
Inherited asset coordination
Financial Strategy / Tax Planning
Integrates investment decisions and tax planning to optimize cash flow both short-term and long-term.
Investment and tax integration
Cash flow optimization
Strategic planning
Credentials & Certifications
Reviews
"Highly recommended for anyone dealing with cryptocurrency taxes."
Frequently Asked Questions
What is Crypto Tax Solutions? +
A dedicated team handling crypto reporting and IRS needs for individuals, and corporate/enterprise solutions for funds and businesses using crypto.
What are Private Client Services? +
Custom financial plans tailored to individual goals, incorporating proven strategies for short-term and long-term cash flow management.
How does Financial Strategy / Tax Planning work? +
Integrates investment decisions and tax planning to optimize cash flow both short-term and long-term.
What services are offered for crypto tax calculations and audit defense? +
Over eight figures in IRS crypto audit wins, specializing in proper crypto transaction reporting and navigating IRS compliance.
How are high capital gains events managed? +
Assistance in managing taxes related to large gains from selling businesses, crypto, stocks, or property.
What is done to fix previously filed returns? +
Often, over-reported crypto gains are corrected, uncovering hidden money that would have been lost otherwise.
Contact Lorenzo Tax CPA
Lorenzo Tax CPA
Category
Certified public accountant
Location
Location of Lorenzo Tax CPA, 2050 Mineral Spring Ave, North Providence, RI 02911 ·
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Get in Touch
Ready to work with Lorenzo Tax CPA?
Reach out today to schedule a consultation.
5.0
