Holistic planning brings the best tax strategies for today and tomorrow

For the individual who has accumulated wealth, as a business owner or self-employed person, through family transfer or inheritance, or good fortune, our professionals bring a wealth of accounting knowledge, tax planning strategy experience, financial planning skills and resources to each client situation. We customize your plan to match to the complexity of your situation and reduce your overall tax burden. You’ll find that we are active managers with an attention to detail. No stone is left unturned.

‘Tax planning and strategy’ is our strength and reputation as we address tax considerations, tax savings, and tax preparation for you. In addition, we possess the additional accounting resources within our firm with specialized capability and professional expertise to give you and your family the freedom from financial management, if desired. We can provide you with the control you want but without the administrative burden.

In our holistic and personal approach, we consider:

  • Personal income tax planning
  • Tax preparation
  • Retirement planning
  • Individual and family management
  • Accounting issues
  • Investment advisor and trust management coordination
  • Gift and estate tax planning
  • Succession planning
  • Estate and trust administration
  • Private foundations

The tax return preparation is the culmination of projection work and planning. As some individuals may require more than tax return preparation, we are prepared to pay bills and compile financial statements.

For the business owner or self-employed individual, we will monitor their taxable situation and make recommendations on transactions and business structures. We will review and update tax projections as needed. For those who need a more hands on approach, we offer our Daily Money Management services where we can generate the tax payments and mail in the payments and returns on your behalf. We will also file all of the necessary tax returns for domestic or business employees.

And when life and business events intertwine, we understand the complexities of family business and the issues arising with the management and ultimate transfer of family wealth.