Tax Compliance & Strategy

Tax Planning is Key to Wealth Planning

We help you see the possibilities in your financial situation.

Yes, we prepare tax returns for closely-held businesses and the high-net-worth individuals and families who own them. But if your idea of a relationship with your tax advisor is meeting once a year to file your return, we may not be the best solution for you.

We believe that we best serve clients by developing a deep relationship – working closely to connect the dots between your current tax situation, your priorities and your financial goals. We also believe that decisions made in silos are rarely best, and tax planning is no exception.

The best results almost always come from close collaboration between your tax professional and your financial advisor. That’s why we are at our best when we work hand-in-hand with HORNE Wealth Advisors to develop tax strategies that fit your wealth plan.

We come to table as a team to understand what is important to you, and what might be ahead in your financial life. We collaborate with you in a single conversation to create tax strategies aligned with strategies designed to build and preserve your wealth.

In addition to tax returns, we help clients plan for life events, and the tax implications associated them, including:

  • Cash windfalls
  • College education
  • Care for aging parents
  • Business exit planning
  • Retirement spend down
  • Generational wealth transfer
  • Estate planning and taxes

Life is complicated. That’s why collaboration on wealth decisions is important. It’s why we team with your business advisor, wealth advisor and when needed, your attorney, to craft tax and financial strategies. Because we believe that working together, we’ll help you see the possibilities in your financial situation.