Tax Service for Individuals

Individual taxpayers benefit from the depth and breadth of experience we have in helping them minimize their personal tax obligations, as well as with the tax implications of gifting and estate needs.  Many of our individual clients also are owners of privately held companies; often their personal and business tax obligations need a comprehensive perspective—and our full attention.  The insight we gain in working on tax-planning issues with individual clients often leads us to advise them in other financial matters, from wealth management, to succession planning, to retirement planning services.