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High Net Worth Individuals

Proactive strategies to maximize after-tax income and cash flow as well as maintenance or transfer of control, including the use of a variety of partnerships and trusts.

We provide tax preparation and planning services for high-net worth individuals. Our team of CPAs offer personal service, financial strategy, and advice, allowing you to plan ahead. We are also preferred providers to some local public companies, offering executive tax planning and preparation.

Our services include:

  • Tax planning and compliance
  • Trust and estate planning
  • Multi-state tax preparation
  • Charitable planning edeavors
  • Retirement planning and ROTH conversion analysis
  • Defined benefit plan consultation and set-up
  • Executive stock option planning
  • Real estate investment property owners
  • Assistance with tax compliance relative to alternative partnership/K-1 investments
  • Litigation and valuation work – matrimonial, estate valuation, etc.

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