Strategic and detailed tax work that integrates with your financial life
Whether you are on the road to financial freedom, selling a business, inheriting family wealth or looking to maximize your philanthropic efforts, keeping more of what you have and earn is paramount. Our in-house tax services team is focused on reducing your tax liability, strategically planning for the future, and integrating your tax strategy into your family’s comprehensive wealth plan if applicable. For high-net-worth and ultra-high-net-worth families with true financial complexity, we recognize the enormous impact that thoughtful tax planning can have on the trajectory of your financial success.
Our tax compliance service includes preparing federal and state income tax returns, facilitating estimated tax payments and maintaining supporting tax documentation and worksheets. We are diligent in facilitating thoughtful tax minimization through tax filing, thus we believe helping you reach long-term goals.
We care deeply about your ability to meet your tax-related goals – pass wealth to the next generation in a seamless and tax efficient manner, handle the tax implications of new or inherited wealth, or ensure your business tax planning is buttoned up. Our experienced team of tax advisors – comprised of CPA and CGMA credentials – can work hand in hand with wealth managers, estate planning attorneys and investment professionals to help ensure our client’s legacies are carried out through thoughtful planning, consulting and compliance.
Let’s take this discussion to a more personal level.