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.