| Individual Services
It is well known that taxes are one of life's two certainties. We focus not only on timely tax compliance but also proactive tax planning. When it comes to paying taxes, no one likes surprises. Through proactive advice and planning, our goal is to help minimize your income tax liability and properly plan for the cash flow of tax payments. Our services include:
Individual Taxation
Whether you are an employee or business owner, we have the expertise, experience, and technology to handle your income tax needs including:
- Federal and state income tax preparation
- Estimated tax payment calculations
- Income tax projections and planning to minimize tax and plan for the cash flow required to pay tax
- Income tax projections to evaluate the tax consequences of planning scenarios including capital gain timing, charitable giving, and alternative minimum tax planning
Executive Compensation Taxation
Many high level executives have sophisticated planning needs arising from stock-based compensation and other corporate benefits. Our services include:
- Stock option planning for incentive and nonqualified stock options including evaluating the regular and AMT tax consequences of stock swap and exercise strategies
- Planning for the deferral or recognition of income under other stock-based compensation or deferred compensation plans
- US tax compliance for expatriate employees working abroad
High Net Worth Tax Planning
High net worth individuals have unique tax planning and compliance needs due to a variety of different investment and planning strategies that are used to accomplish financial goals. We work as part of a team with other advisors to provide:
- Coordinated, integrated tax planning advice with other investment advisors, attorneys, or financial planners
- Charitable remainder trust administration and tax services
- Private foundation administration and tax services
- Bill paying and family office financial recordkeeping services
Estate, Trust & Gift Taxation
An often overlooked area of taxation includes estate and gift taxation and planning. Our services include:
- Preparation of tax returns for various types of trusts including irrevocable trusts, credit shelter trusts, marital trusts, and children's trusts
- Preparation of estate tax returns, estate income tax returns, and assistance with estate administration
- Preparation of gift tax returns for lifetime giving
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