INDIVIDUALS
As a high net worth individual, business owner or executive, you are constantly analyzing your personal and business finances and how the decisions you make impact your daily life. These decisions also have an impact on your taxes. We can explore tax saving opportunities and develop a tax strategy specific plan that is right for you and your situation. We want to provide you with the necessary tools to thrive in the ever-changing tax landscape.
While serving a multitude of clients we truly add value in the areas mentioned below:
Income Tax Preparation
Ongoing Tax Consulting
Individual Tax Planning
Trust Tax Compliance
Estate Tax Compliance
Gift Tax Returns
Cryptocurrency Reporting
Multi-year tax projections
Year-end Tax Planning
Individual Retirement Taxes
Stock Options
Quarterly Estimated Taxes
Self-Employed Accounting
Complex Tax Matters
FBAR
State Residency Tax Planning
Multi State Domicile Filings
Remote Work Tax Compliance