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High Net Worth Individuals

Keeping up with the complex and ever-changing world of tax law is hard. Interpreting and implementing the internal revenue code involves understanding many regulations, court cases, proposed regulations and rulings. Our Certified Public Accountants and advisors are well educated and up-to-date on tax law. We work year-round to ensure our clients are taking advantage of opportunities as they arise to minimize their liabilities while decreasing the chance of an audit.

Our services include:

  • Federal, state, and local tax planning and preparation
  • Multi-year tax planning
  • Estate planning
  • Federal and state audit representation
  • Estate and trust tax preparation
  • Tax services for U.S. citizens abroad
  • Charitable gift planning
  • Planning for carried interest
  • Prepare required reporting for foreign transactions
  • Advise on multi-state taxation, including income sourcing, residency issues and local tax minimization
  • Tax planning for stock options