We serve individuals and closely-held businesses alike with a focus on high-net worth individuals and families.
While tax compliance is the end-product that needs completed, tax planning focuses on how to actively minimize your overall tax liability over the course of multiple years and a lifetime.
Our approach is to work with clients to identify long term objectives and implement a tax plan that closely aligns with the individuals values and risk tolerance.
Our accounting services primarily include record keeping for Trusts, Foundations, and Closely-Held Businesses. This includes the preparation of financial statements along with the detailed reporting and analysis of expenses for these entities.
For high-net worth individuals and families, it is essential to understand what role these entities serve and how they are treated from a tax standpoint.
We work with clients to provide custom solutions to simplify their overall tax picture.
If you don’t have the need for recurring tax compliance and planning, we can still help you walk through a variety of complex tax issues. We often work alongside clients and their team of advisors (attorneys, bankers, etc.) to assist in clarifying the tax issues at hand and avoid any unexpected surprises. Tax issues can be nuanced and often a quick consultation can yield tremendous value. Some common areas of tax consulting include:
If any of the above situations apply to you, please reach out to have a conversation on next steps.
