Client Fit
Is Lagniappe Tax Group a good fit?
Lagniappe Tax Group is a good fit for individuals and families who value accurate tax preparation, proactive planning, and thoughtful coordination with their broader financial life.
Likely a good fit
- Individuals and families who value accurate tax preparation and proactive planning
- People who want their return coordinated with their broader financial life
- Wealth advisory clients who prefer tax work handled by someone who knows their plan
- Select standalone tax clients who are a good fit for the practice
- Some sole proprietors whose Schedule C activity is appropriate in complexity and scope
- Clients who are current with their filings and tax obligations
- Clients willing to securely upload a prior-year return before an initial consultation
- Clients willing to provide organized information and respond during the season
May not be the right fit
If any of the following describe your situation, another firm is likely better suited to help — and I am glad to point you in a reasonable direction.
- Bookkeeping, payroll, or business accounting needs
- S corporation, C corporation, or partnership return preparation
- Tax debt resolution or active collections matters
- IRS or state representation and tax controversy work
- Multiple years of unfiled returns or major unresolved tax problems
- Anyone looking for the fastest or cheapest possible filing
Every prospective client begins with an initial consultation. A prior-year tax return must be securely uploaded beforehand so the firm can evaluate complexity, scope, and fit before deciding whether to offer an engagement.