Frequently Asked Questions
What services does Lighthouse Advisors offer?
Lighthouse Advisors provides a full range of financial services, including tax planning and preparation, accounting, payroll management, and wealth management. Our goal is to support individuals, families, and businesses with tailored solutions that drive financial success.
Do you work with clients outside of Connecticut and Minnesota?
Yes, Lighthouse Advisors is licensed to work with clients across the U.S. We leverage secure digital tools to provide seamless services to clients nationwide, so no matter where you are, we can support your financial needs.
How can you help me save on taxes?
Our tax-first planning approach is focused on optimizing your tax strategy through proactive planning. We work with you to identify opportunities for deductions, credits, and tax-efficient structures that can help minimize your liabilities while aligning with your financial goals.
How do you ensure the security of my financial information?
We take data security very seriously. Our firm uses advanced encryption and secure systems to protect your sensitive financial information, ensuring that your data is safeguarded throughout every step of our process.
How is Lighthouse Advisors different from other accounting firms?
We take a proactive, client-centered approach that goes beyond traditional accounting. Our services are rooted in strategic planning and a commitment to long-term growth, offering clients the benefits of a family-office-style experience with a focus on tax efficiency and comprehensive financial health.
Do you offer virtual appointments?
Absolutely. We offer secure virtual appointments to ensure you receive the same quality of service, no matter where you’re located. This flexibility allows us to work with clients across multiple states with ease.
Do I need an appointment to get my taxes done?
No, we have several ways we can complete your taxes without an appointment including:
-Dropoff in our secure lockbox located outside our office
-Mail to our PO Box
-Upload documents through our secure portal
