David Lutz

Lutz Tax Services provides tax preparation, tax planning, and bookkeeping for taxpayers and small business owners, with a stated focus on small business needs and stock compensation.

The practice identifies its professionals as enrolled agents, not CPAs, and states that enrolled agents are authorized by the U.S.

Lutz Tax Services provides tax preparation, tax planning, and bookkeeping for taxpayers and small business owners, with a stated focus on small business needs and stock compensation. The firm offers tax and accounting services designed around client information, document collection, preparation, and review through a remote process.

The practice identifies its professionals as enrolled agents, not CPAs, and states that enrolled agents are authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS in audits, collections, and appeals. Its service areas include tax audit representation, tax planning and consulting, bookkeeping, and accounting support.

Based in Albany, NY, Lutz Tax Services notes that it continues to offer remote services. Listed recognitions and capabilities include QuickBooks Online ProAdvisor status and Intuit Academy specialties in tax planning, business tax, equity compensation tax, and cryptocurrency tax.