All Tax Filings
We prepare individual tax returns in all 50 States and ensure you file in all necessary jurisdictions.
U.S. International Tax Reporting
Our team is skilled in identifying which U.S. International tax forms you need to file and their preparation.
We assemble and coordinate your team of attorneys, investment managers, and insurance professionals to develop & execute a comprehensive financial model and estate plan.
For U.S. citizens and non-residents with U.S. property, proper estate planning can save you up to 50% of your taxable wealth.
Tax Controversy Resolution
For domestic and U.S. international tax problems, we will analyze the issues, give you your options, and represent you before the IRS.
Proper structuring and reporting of investment partnerships can yield significant tax savings and avoid unintended consequences. We’ll show you how to do it right.
From optimizing tax payments to structuring investments, good planning helps you reach your goals and saves money at the federal, state and local levels.
We will work with you and your advisors to identify your financial goals and the most proven methods of achieving them.
If you are starting a business, we will help you select the right entity and help you to identify and model all the important aspects of your venture.
If you’re a high-net-worth individual, ensuring your personal taxes are prepared correctly really matters because it’s easier for you to fall under scrutiny and you want to be confident that there will be no surprises. You also want the assurance that you are paying the minimum amount of tax allowed in what is often a complex situation.
Our team of tax and accounting experts understand the unique personal tax needs of wealthy individuals and families. We are well versed in complex federal and multi-state individual taxation. Our passion is helping you tackle the complex challenges involved in tax matters, and we take pride in providing precise guidance and solutions that do just that.