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, estateĀ and gift tax returns
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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 theirĀ 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.