Services

Services

The firm of Lauer, Georgatos & Covel offers a broad range of services, designed to meet all of your financial needs. With over a century of combined experience, the partners have successfully represented, supported and assisted thousands of clients, and are equipped to handle the most complex financial matters.

Tax Services

Our experienced staff performs tax planning and consulting services for individuals, partnerships, corporations, trusts, estates, and non-profit entities. We can assist you in every step of the process, including conducting research on complex transactions, preparing income tax returns, and representing you in IRS actions.     > more info

Estate, Trust, and Gift Services

We can assist you in understanding what is required of you as a trustee or executor, or in evaluating various estate planning options, be it the formation of a trust, implementation of a gift-giving strategy, or evaluating whether an estate tax return should be filed to claim the benefit of portability.     > more info

Other Services

We possess the breadth of experience and knowledge to advise clients on a multitude of business and personal financial matters. Whether you’re thinking of starting a new venture, seeking to enhance the performance of an existing business, or planning for retirement, we can help.     > more info