Individual Tax Services

Our experienced staff provide tax compliance and planning for high-net-worth individuals and their families. We regularly work with highly complex tax returns and take pride in our expertise in this area. We are proactive in our approach and work with you throughout the year, not just during tax season, by providing quarterly tax projections to keep you apprised of your tax situation on the quarter.

Gift Tax Compliance and Planning

Estate and gift planning strategies should facilitate efficient intergenerational wealth transfer and can reduce estate taxes. We provide tax compliance and planning services for your gift and estate taxes and work closely with your team of attorneys and wealth managers to assist in the efficient transfer of wealth to future generations.

Trust and Estate Compliance

Our tax and accounting professionals have many years of trust and estate experience, and we regularly assist our clients with tax compliance and planning services for various types of trusts. We also prepare income tax returns for estates. We regularly work closely with trust and estate attorneys on your team and provide comprehensive services related to family trusts and charitable trusts.

Business Entities

As you work at growing your business, we handle your tax and accounting needs for your family investment and business entities. We can also provide your monthly bookkeeping services.

Private Foundations

Establishing a Private Foundation can create a family legacy and involve future generations in philanthropy. We provide compliance, planning and accounting services for your Private Foundations. We work with your Foundation board or trustees throughout the year to make sure your Foundation is complying with annual charitable distribution requirements, among other important functions.