Tax

We offer tax planning and tax preparation services for our individual, trust and business clients, including:

  • Planning to minimize income, estate and gift tax liabilities
  • Preparation of individual, business, trust, estate and gift tax returns
  • Representation of clients in audits and in dealing with taxing authorities

Tax planning should start before you prepare your annual tax return.

  • We help clients consider the tax effects of their savings alternatives, college funding choices and investment strategies in our financial plans.
  • We help clients analyze and structure significant transactions to minimize the tax cost.
  • We integrate tax planning in our investment management services through tax loss harvesting, choice of account for specific investments, taxable gain management and integration of a client’s gifting plan with our investment management.