We are tax professionals that care about our clients.

We are an IRS, Electronic File-Certified Provider, a Certified Drake Software Practitioner and a member of the National Society of Tax Professionals (NSTP). Our staff of 12 tax professionals plus marketing representatives offers a wide range of services from tax preparation to bookkeeping, financial planning and business startup assistance.

Helpful Tax Tips

These are some of our best tips to prepare for tax-filing season. As the end of the year approaches, it’s a good idea to start thinking about how you’ll handle your federal tax return and business needs.

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Getting started with us can be simple. We understand that everyone’s situation is unique, and thus it is impossible to list all the items one must bring in for a tax appointment for every type of situation. When you make the …

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About Us

LB Tax & Business Advisors, is a full-service tax preparation and financial provider. It was established in 1996 by Brian and then business partner. Our goal is to become the client’s link to financial growth and independence.

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Our Products & Solutions

Some of the services we proudly provide.

Accounting & Bookkeeping

We’ll oversee your personal and business financial data to be sure it’s in compliance by maintaining accurate books of accounts and daily financial entries.

Compliance &

Additionally, we can assist with basic HR duties like new hire documents, temporary disability insurance, and workers’ compensation filings and more.

Tax &
Funding Access

We will assist clients to file their tax returns. We meet with you during the tax preparation process to we’ll review financial records, completed all tax forms.

Business Performance Monitor

Our business advisory services focus on strategizing for the success and growth of a business. Advisors are a hybrid of business coaches, mentors, accountants, and other industry experts.

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LB Business Affiliate Network is a network the opportunity for associated businesses an extensive platform to gain exposure and possible revenue through the affiliation with LB Tax & Business Advisors, LLC.

So you can focus on

We’ve been the partner to thousands of people like you with whom we’ve partnered to help build their secure financial futures – so you can focus on what’s important.

Our Tax Tips

We take pride in making sure you have the best experience. Here are a few tax tips to prepare you for the tax-filing season.

Tax Law Changes for 2019

IRA Contributions

The maximum contribution amount for tax year 2019 is $6,000. The catch-up contribution increases to $1,000. Therefore, taxpayers age 50 and older…

Things to bring to tax Preparation

Things to Bring for Tax Preparation To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment. Personal Data: Social Security card…


The first day to electronically file you tax returns stated by the IRS is January 27th, 2020 (you can still process your tax returns prior to that date).

If you are claiming the “Earned Income Credit” and the “Additional Child Tax Credit”, returns won’t be processed until February 15th, 2020 and most refund deposits won’t be available until February 27th, 2020 or beyond.

Most changes to the “New Tax Law Bill” will take effect starting January 1st, 2020 for the 2019 tax year!!!

Tax Law Changes for 2019(here)

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Important Tax Updates

401k Contribution Limits 401K contributions limits have been increased to $19,000 and $6,000 for taxpayers over age 50 making catch-up contributions. Taking advantage of these high limits will decrease your taxable income.

IRA Contribution Limits IRA contribution limits have also increased to $6,000 with a $1,000 catch-up amount for taxpayers over age 50.

Insurance Penalty The penalty (individual mandate) for not having health insurance no longer applies for 2019 federal tax returns. However, some states have their own individual health insurance mandate, requiring you to have qualifying health coverage or pay a fee with your state taxes for the 2019 plan year. If you live in a state that requires you to have health coverage and you don’t have coverage (or an exemption), you’ll be charged a fee when you file your 2019 state taxes. As of now, Massachusetts, New Jersey and the District of Columbia are the only states with health insurance mandates and penalties for 2019. Vermont goes into effect in 2020.

Tax & Business Advisors, LLC

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