Individuals

Whether you earn your income from your business, salary, incentive compensation and bonus structures, research and consulting activities, real estate and investments or a combination of the above it is essential you are educated and informed on the tax implications and the multitude of strategies, elections and options that may be available to you to defer, eliminate and/or postpone associated tax liabilities, and avoid expensive and unnecessary year-end surprises.

Going it alone or working with a tax professional singularly focused on preparing your tax return with little regard for the tax implications of decisions you are making throughout the year often results in the payment of unnecessary taxes that could have been "planned away" and frustrating and expensive year-end surprises and tax inefficiency.

With deep expertise advising individuals at all stages of their financial journey you can be confident we have the expertise to empower you to:

Take control of your financial affairs with ease
Proactively plan for and achieve superior tax efficiency
Create, update, refine and assist you achieve tax budgets
File flawless tax returns capturing every deduction and credit earned and deserved
Avoid expensive year-end surprises
Decrease the probability of an audit
Met quarterly estimated payment requirements

Services include:

Federal and state tax return preparation
Tax strategy and advanced tax planning for high-income earners
Multi-case tax projections and scenario analysis
Designing, refining and achieving tax budgets
Planning incorporating compensation, benefit and retirement plans
Deferring, eliminating and/or offsetting taxable income
Strategies to defer, eliminate and/or offset taxation on large equity award positions
Real estate and sophisticated investments
Planning with irrevocable and revocable trusts
Quarterly tax management
Financial and retirement planning
FBAR tax filings
Representation before the IRS and state tax authorities