Our Expertise


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Planning for you or your family’s future can be challenging to navigate. Whether it’s planning for retirement, business succession or for the inevitable, there needs to be a comprehensive plan that reflects your wishes.

To ensure that clients reap the benefits from a lifetime of hard work, Loen & Company’s team of accountants and advisors work diligently to ensure that the issues and risks relating to finance, tax, and families are addressed.

Our services include personal tax, corporate tax and estate trust integration, reporting and executive management of holding companies and trusts, exit strategy and buy-out planning, transfer of individual, family and business assets, and several other ad hoc services. Loen & Company are here to help you plan ahead.

Our Services

Our philosophy emphasizes personal attention to clients whether large or small; and timely, well-researched assistance with personal and corporate tax planning.

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