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Tax Advisory Services

We work directly with our clients to develop custom tax planning strategies that align with specific personal, corporate and philanthropic goals. Our experienced team provides comprehensive tax services, as well as advice on compliance and structural considerations that prepare individuals and organizations for current and future requirements.

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Services Offering

  • Develop short- and long- term wealth management plans with you and tailor solutions to maximize tax benefits
  • Design and implement optimal wealth transfer structures and ensure proper compliance and maintenance is achieved
  • Plan for residency, retirement and charitable gifting to avoid adverse tax impacts
  • Prepare income projections and calculate estimated payments on a quarterly basis
  • Complete and file federal, state and other returns
  • Ensure all tax positions are well-documented at the time of filing and maintain an electronic archive for all returns and related materials
  • Monitor tax law changes to ensure you remain compliant with current requirements and are alerted promptly of material impacts which may require additional planning
Audit Defense
  • Defend inquiries and audits covering a wide range of federal and state tax matters including issues relating to income tax, residency challenges, sales tax, payroll tax and gift tax
  • Gather supporting documentation and research
  • Prepare responses to tax notices
  • Meet and negotiate with auditors, as required
Entity Level Tax Services

As a complement to our services for high net worth individuals, we provide a full range of compliance, planning and audit defense services for all types of entities that leverages the depth and breadth of our professionals in our corporate tax practice.