Services

High Net-Worth Individuals

Tax laws are complex. We're here to help you handle it all.

Our services go beyond tax return preparation to encompass forward-looking, strategic planning designed to help you comply with changing tax laws and take advantage of tax strategies that can minimize the amount you pay in taxes, now and in the future. 

Our tax services for high-net worth individuals and their families include:

  • Income tax planning & compliance
  • Quarterly estimated tax planning
  • Tax-efficiency planning for personal investments
  • Trust and estate tax planning
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Business 

We understand state and federal tax codes, studying changes carefully so we can help our clients take full advantage of deductions and credits.

Strategic business tax planning
State and local tax services
Preparation and filing of business tax returns
Choice of entity evaluation and new business formation
Partnership tax planning
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ACCOUNTING

Tax laws are complex. We're here to help you handle it all.

Filing tax returns can be stressful. We're here to take care of it all, so you can focus on what really matters - your business. We'll ensure that taxes are filed on time and correctly and that payroll, investments and more are on track. 

We provide complete, rapid and uncompromising support when you need it and will help you identify all the sources of income and related tax savings. 
Contact us

CONSULTING

High Net Worth Individuals

Filing tax returns can be stressful. We're here to take care of it all, so you can focus on what really matters - your business. We'll ensure that taxes are filed on time and correctly and that payroll, investments and more are on track. 

We provide complete, rapid and uncompromising support when you need it and will help you identify all the sources of income and related tax savings. 
Contact us
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