Keeping up with changing tax legislation is challenging. Whether you are an entrepreneur or entertainer, a professional athlete or executive, it’s important to work with experienced tax professionals to develop an effective financial plan to maintain your personal and family wealth and the value of your estate.
We work with our clients on various matters including:
- Budget Preparation and Accounting
- Business Transaction Reviews
- Capital Preservation
- Federal and State Tax Planning
- Gift and Estate Plan Reviews
- Philanthropic Planning
- Pre-Contract Tax Consultation
- Tax Compliance
- Tax Controversy and Dispute Resolution
- Executive Counseling Services
- Estate, Trust and Gift Compliance
The professionals in our Personal Tax Group understand that each client requires a tailored approach to wealth management. Our professionals spend time discussing personal short- and long-term financial objectives with each of our clients. We can also develop a customized plan designed to meet your specific financial goals. It is this commitment to providing reliable service, regular communication, and financial planning that can give you more peace of mind.