The vast majority of business owners utilize the tax benefits inherent in pass-through entities. We help you see the full picture where business and personal tax planning become so vital together, in concert. We can help high-net worth individuals navigate the various complexities such as alternative investments, real estate, and stock option planning. Our team of CPAs offers personal service, financial strategy, and genuine advice, allowing you to plan ahead.
Timely detailed projections coupled with well thought out advice are what sets us apart from the basic tax preparer. We keep you organized from year-to-year and look to tie-in the ever so important collaboration with your investment advisors and estate attorney.
Some of the services we provide Entrepreneurs/High-Net Worth Individuals include…
- Federal, state, and local tax preparation and planning (all states)
- Tax projections and planning recommendations
- Executive stock option planning
- Trust and estate planning
- Maximizing real estate investments and working with real estate professionals
- Comprehensive family wealth planning with coordination of all outside advisors
- Tax-efficient family wealth transfer planning
- Maximizing the impact of your charitable giving utilizing the most optimal structures
- Retirement planning and Roth conversion analysis
- Defined benefit plan consultation for sole proprietors
- Assistance with tax compliance relative to alternative partnership/K-1 investments
- Litigation and valuation work – matrimonial, estate valuation, etc.
Accounting and advisory services that add value and build trust.
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