Alexander (Alex) Liotta is a tax manager at Mowery & Schoenfeld, providing clients with tax advisory services. Beginning his career at a boutique firm renowned for its personalized service, Alex quickly established himself as a meticulous professional with a knack for navigating complex tax scenarios. With his experience in trust, gift, and estate tax returns, he is committed to delivering exceptional service and strategic guidance.
Alex excels in providing timely, comprehensive, and holistic service to his clients. His proactive approach allows him to identify planning opportunities efficiently, ensuring his clients’ financial strategies are optimized. Known for his reliability, timeliness, and extensive knowledge, Alex is highly regarded as a trusted advisor among his clientele.
Beyond his professional accomplishments, Alex values building personal connections with his clients. His genuine interest in understanding their individual concerns and aspirations enables him to effectively tailor his advice and planning strategies. Alex strives to translate complex tax concepts into clear, actionable insights.