High-Net-Worth Individuals & Family Offices
Successful business owners, investors and families often have financial affairs that extend well beyond a traditional individual income tax return.
We provide coordinated tax, accounting and advisory services for clients with complex business ownership, partnerships, investment entities, real estate, trusts, estates and multi-state tax exposure.
Services include:
- Individual income tax preparation and planning
- Business owner tax planning
- Partnership and investment entity taxation
- Trust and estate taxation
- Multi-state tax planning and compliance
- Real estate and investment tax matters
- Entity and transaction planning
- Estimated tax planning
- Charitable and succession planning coordination
- Family investment entity accounting
- Coordination with attorneys, investment advisors and other professionals
Our goal is to provide a coordinated view of the client's business and personal tax situation rather than treating each entity or return as an isolated engagement.