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Private Clients

The firm's approach to individual and family tax services places emphasis on developing a close relationship with you and maintaining a solid understanding of your family objectives and planning.

Comprehensive Business and Personal Approach

Your personal tax plan is coordinated with your business structure, family, financial, and retirement plans. This ensures that you achieve a comprehensive and integrated tax strategy that meets both your business and personal goals.

Our approach is to work closely not only with you but your team of trusted financial and legal advisors so that a comprehensive and coordinated approach is achieved.

Private client services include:

  • Personal tax planning
  • Tax return preparation
  • Stock option planning and review
  • Trust tax review and return preparation
  • Multi-state taxation, filings, and relocation planning