Our team of highly professional CPAs provide a full range of services, including income tax planning, tax return preparation, and individualized estate planning strategies, to high net worth individuals, such as corporate executives, entrepreneurs, and owners of closely held businesses.
Some of our high net worth service offerings include:
Federal and state income tax preparation and planning
Periodic income tax projections and estimates
Taxing authority audit and examination representation
Divorce tax planning
Household employee tax reporting
Estate and trust tax planning
Ad-hoc analysis and reporting
Analysis and recommendations for issues related to interests in closely held businesses