We Deliver Proactive Tax Services With an Uncompromised Focus On Client Service

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Our Services

Below is a comprehensive list of our services.

ML Lichtenberg & Associates provides personal income tax services including, individual tax return preparation (Form 1040), quarterly estimates, and general tax consulting. ML Lichtenberg & Associates takes a thorough, detail-oriented approach to each tax return. We utilize a secure online portal to collect tax documents, answer tax questionnaires and deliver tax returns. This allows our clients the ability to securely review their tax returns and electronically sign their return from anywhere. We aim to simplify the process and avoid tax season being an intimidating time of year for our clients

ML Lichtenberg & Associates provides tax compliance and consulting services for small businesses including quarterly estimates, Partnership (Form 1065) and S-Corporation (Form 1120S) preparation and general tax consulting. Through us staying current on tax law, we can save you and your company significant money, and eliminate any confusion. We help to simplify tax time, so that you can focus your energy on growing and operating your business.

ML Lichtenberg & Associates provides income tax return preparation services for estate, trust and gift tax returns. Each year we consider the tax efficiency between the trust and beneficiaries keeping in mind the trust objectives. We also assist our clients with any gift tax return requirements they have. Our expertise in this specialized tax area will alleviate the concerns you may have regarding the tax issues for these entities.

As part of our regular tax preparation services, we work with clients to generate forecasts of your next year’s tax obligations. We also have the capability to model and generate multi-year tax forecasts to help you plan for large life events, lifestyle changes and major transactions that you encounter. We work closely with your financial planners to provide tax forecasts for your financial future. Our clients enjoy a streamlined approach.

About Us

Founded by Marc L. Lichtenberg with over 35 years of tax planning and accounting experience, ML Lichtenberg & Associates is a boutique firm by design. We pride ourselves on being accessible to our clients, providing timely council to guide you through the ever-changing tax landscape. Our team of experienced professionals will take the time to provide the clarity you need. As your trusted advisors, our well-trained staff will work with you throughout the year to ensure that your financial goals become your financial reality..

Personal Income Tax Preparation & Planning

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Business Compliance & Consulting

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Estate, Trust and Gift Tax

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Tax Planing and Consulting

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Our Team

Gregory Farnworth

Greg Farnworth

CPA
Jamileh Dyer

Jamileh Dyer

CPA
Amanda Forties

Amanda Forties

Title
Howard Epstein

Howard Epstein

Title
Elizabeth Mettille

Elizabeth Mettille

CPA
Fred Leffler

Fred Leffler

CPA
Regan Lichtenberg

Regan Lichtenberg

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April

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