Your Trusted Advisor
We provide personalized tax service to high net worth individuals and businesses. As leaders in the industry, we have developed a unique approach to our tax preparation and planning services. Our partners and management are directly involved in all aspects of the services we provide, giving our clients the peace of mind that they are getting the best we have to offer.
In today’s competitive business environment, access to timely and accurate information is more important than ever. Our focus is to provide meaningful information and guidance on how to interpret that information so that our clients can make good, sound business decisions.
We view Tax Planning and Tax Compliance as very different services. Our active interest in ongoing operational and industry issues enables us to tailor tax strategies to each client’s specific situation.
Our estate planning team has worked with many family owned and privately held companies through the inevitable transition of family wealth and estate succession. Our primary goal is to assist individuals and their attorneys in effectively transferring wealth while minimizing unnecessary estate, gift and generation-skipping taxes.
By addressing issues affecting both individuals and their business ventures, we offer a comprehensive approach to planning and compliance. We can help you sort through the many retirement planning options available and help identify which plan best fits your individual or business needs. We continually strive to exceed our clients’ expectations by providing personalized service, independent advice, and creative tax opportunities.
Whether you have just one bank account outside of the United States or a complex business structure, we can help with your inbound or outbound taxation needs. We have experience in Offshore Voluntary Disclosure Programs, Streamlined Submissions, and Delinquency Procedures.