We are committed to providing you with the best service possible. Our firm values and goals help us to build on our working relationships, increase productivity and efficiency, and help to save you money.
Client Relationship is Key
We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing the close personal attention that you deserve.
Looking to the Future
Tax planning and consulting is at the core of our practice and the value we offer our clients. We invest heavily in research and education in order to find tax strategies that add to your bottom line.
Accuracy and Accountability
All returns prepared by Lockart Panagiotou are audited by three separate groups within our firm. Our team effort ensures precision returns and maximum tax savings.
Pricing That Makes Sense
Our fees reflect your needs. The total cost of your return is based on the complexity of your tax situation. In other words, you only pay for the hours of services needed to get the job done.
Up to Date Information
Changes in tax laws? We're on it. Especially as it relates to tax planning. We keep you informed as to the status of your return, what we need to complete it, and when it is finished and filed.
A Network of Partners
Our partnerships with highly skilled attorneys, payroll and bookkeeping experts and business consultants allow us to help you with everything from startup to retirement. Just say the word and we'll get you connected to the appropriate professional.
New Service Options
Oakwell Private Wealth Management has joined our practice as a strategic partner. We are excited for this opportunity to offer additional wealth management services to you.
More Time, More Money
Tax time should be busy for us, not you. As your trusted advisor, we will continuously work to improve our processes, maximize your returns, and enhance your return on investment.