Our Services

We provide proactive, bespoke engagements to help you understand and plan for significant taxable transactions to ensure you are prepared for any potential tax bills and complete transactions in the most tax efficient manner.

We prepare estimated tax projections including estimated quarterly tax obligations, year-end strategy planning, and proactive calculations related to various equity scenarios.

We offer full-service tax compliance for high-net-worth individuals, including federal and state returns, foreign filings/disclosures, gift and estate tax returns, and associated small-entity returns such as single-member LLCs, grantor trusts, and small partnerships.