Tax Compliance and Strategy

Tax Compliance and Strategy

Wealth Strategies

See the possibilities in your financial situation.

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Marriage. Buying a house. Children. Building a business. College. Retirement.  All of these are life-changing and financial, decisions.  We help clients consider the possibilities associated with them. 

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Tax planning is key to wealth planning

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 best serve clients by 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 collaboration between your tax professional and your other financial advisors. That’s why we prefer to work closely with you and your team to develop tax strategies that fit your wealth plan.

When we all come to together as a team, we can develop an aligned set of strategies and plans designed to build and preserve your wealth.

In addition to tax returns, we help clients plan for life events, and the tax implications associated with 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. It’s why we believe in collaboration with you, your business advisor, wealth advisor and when needed, your attorney.  Because we believe that working together, we’ll help you see the possibilities in your financial situation.