Doug Waite, CPA

Doug Waite is a California CPA and graduate of Rutgers University – School of Business Camden. The last ten years he has been a solo practitioner and owner of the LexTax firm. Prior to that, he worked with high net worth clients at PricewaterhouseCoopers and various family office groups.

LexTax Team's Services and Specialties

EQUITY CONSULTATION

One-time or on-going planning sessions to help you make informed decisions related to the financial and tax implications of any pre-IPO or post-IPO equity events.

TAX PREPARATION

Preparation and e-filing of all tax returns for individual family members along with any required trust, gift or entity tax returns

TAX PLANNING FOR LIFE EVENTS

Periodic tax planning sessions to review and minimize the tax implications for any major life events like purchasing a home, sending a child to college or transitioning to retirement.

GENERATIONAL TAX PLANNING

Assisting client and client's family members with understanding and complying with the tax implications of generational wealth transference.
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FEES

LexTax uses a flat fee structure as much as possible. Hourly rates are available for special projects.
Minimum tax preparation fee of $650
Doug Waite hourly rate $250

Personalized, modern tax services

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