Tax Services
for I N D I V I D U A L S
Income Tax Compliance
Our expertise goes beyond the ordinary, addressing the nuances of high-income scenarios and intricate tax structures. From optimizing deductions to navigating investment gains, we ensure that every aspect of your financial puzzle is strategically aligned. Join us in turning the seemingly complex into a realm of financial optimization, where your high-income status becomes a catalyst for intelligent tax planning.
PROFESSIONALS IN STARTUP & PUBLIC COMPANIES
Restricted Stock Units
Incentive Stock Options
Vesting and Disposition Planning
PROFESSIONALS IN MEDICAL & ENTERTAINMENT
Contracting Income
Estimated Income Tax Withholding
Charitable Giving Strategies
K-1 EQUITY & INCOME
Medical and Retirement Contributions
Estimated Income Tax Withholding
Selling and Acquiring Business Interest Planning
Income Tax Planning
We approach each client uniquely by understanding the current compliance matters and future goals. In addition, we have partnerships with other highly qualified professionals to ensure you will receive the most comprehensive and tailored advice, addressing all aspects of your financial, legal, and insurance needs with expertise and precision
Commercial and Residential Lending
Trust and Estate Planning
Financial Planning
Life and Disability Insurance Planning
Leadership and Executive Coaching
Information Technology Support