Private Client Services

Private Tax Services
Managing personal taxes requires more than filing a return — it calls for a tailored approach that protects wealth, ensures compliance, and plans for the future. Our Private Tax Services are designed to simplify the complexities of today’s tax environment, providing high-net-worth individuals and families with trusted, year-round guidance.

Tax Compliance
We handle the preparation and filing of federal, state, and local tax returns with accuracy and attention to detail. Our team stays ahead of ever-changing tax laws to ensure full compliance and minimize audit risk.

Multi-State Taxation
Living, working, or investing across multiple states can lead to overlapping tax obligations. We assess residency, source income, and filing requirements to help you stay compliant and avoid double taxation.

Individual Tax Schedules & Planning
From Schedule A to Schedule E, we provide comprehensive support for all aspects of your individual return. Whether you're managing investment income, real estate, or business interests, we develop personalized strategies to align with your financial goals.

Tax Reduction Strategies
We go beyond compliance to identify legitimate opportunities for reducing your overall tax burden. Our proactive approach includes income deferral techniques, charitable planning, and optimizing deductions and credits tailored to your unique situation.