Strategic Tax Planning for Optimal Results
We employ proven strategies to help you arrange your financial affairs in a way that pragmatically reduces your taxes. We take a personalized approach, getting to know you and your family, and understanding your unique circumstances and objectives. By placing you and your loved ones at the center of our planning process, we ensure that our strategies align with your long-term financial goals.
Individual Income Tax Planning and Compliance
Effective tax management is one of the cornerstones of managing and preserving your wealth. We offer individual income tax planning and compliance services to help you make the most of the tax deductions, credits and other incentives available to you. Most work-related, business, and investment decisions have a direct impact on your taxes so we work with you on an ongoing iterative basis to fine tune your personalized tax minimization strategy.
Business Income Tax Planning and Compliance
For business owners, we go beyond tax form preparation. Our team takes a strategic approach to business income tax planning and compliance, identifying opportunities to minimize your tax liability. We work closely with you throughout the year, providing timely advice and updates to ensure that your tax projections and estimated payments are accurate and optimized. Our goal is to help you minimize your tax burden while aligning with your financial objectives, allowing you to focus on what you do best—growing your business.
Trust Accounting and Tax Compliance
If you have trusts as part of your wealth management strategy, we provide expert trust accounting and tax compliance services. Our team prepares trust income tax returns and helps you evaluate distribution strategies to minimize overall trust income tax liability. Additionally, we understand that certain situations may require specialized trust accounting and financial statements, such as when dealing with banks, courts, or other official entities.
Changing tax residency can have significant implications for high-income individuals. Our residency planning services help you navigate the complexities of state tax residency requirements and protect your wealth. We provide guidance on the criteria used by different states to determine tax residency, helping you document your change of residency and minimize potential audit risks.
Coordination with Financial Advisors and Other Professionals
We believe that collaboration is key to achieving optimal results. When providing tax planning and compliance services, we actively coordinate with your financial advisors, attorneys, and insurance agents to ensure a cohesive approach. If you need assistance in finding additional trusted advisors, we are happy to make introductions. By working together, we can leverage the expertise of multiple professionals and provide you with comprehensive solutions that align with your overall financial strategy.