Preparing your own income tax return can be a daunting task and without the knowledge of an experienced tax professional, many deductions and credits can be overlooked. All of our tax services begin with an understanding of our clients. We listen and do our research. Our goal is to provide a personalized course of action to each client, with strategies created specifically for that person or family's specific needs and objectives.
Effective tax planning for high net-worth individuals requires an in-depth knowledge of each client's unique financial situation and a technical expertise of the tax codes. This is an ongoing process and not a once-a-year event. Strategies must be examined and reassessed, with consistent monitoring of changing financial positions and evolving tax regulations.
Everything is approached with awareness of the total tax and financial position. Services offered to our individual clients include: