Tax Planning

Tax law is very complex and changes frequently, making it difficult to navigate on your own. Your income tax liability is your largest expense and we provide comprehensive tax planning services to help our clients manage their tax responsibilities effectively.

We specialize in providing comprehensive tax planning services for high net worth individuals and their closely held businesses. Our tax planning services not only help you comply with the tax laws, we also help preserve your wealth using sophisticated tax strategies. We offer tax planning advice throughout the year to effectively minimize your tax liability. If you own a business, we’ll provide the appropriate tax strategies for your company while analyzing your tax liability holistically to help you save money in the long run. We’ll also work with your other financial advisors to help you understand the tax consequences of investments presented to you.

Knowing that every individual and business has unique circumstances, we create a personalized strategy to help you achieve your most important financial goals. We ask about your short and long term financial needs and help you plan your taxes accordingly while accounting for the complexity of federal, state, local and international tax laws.

Making a mistake on your taxes, particularly as a high net worth individual, can lead to serious financial losses down. Contact us today to learn more about our tax planning services and schedule a consultation with one of our tax experts.