For individuals with a basic tax structure, we will be among the first to recommend off-the-shelf tax software, public services, free filing options, or one of the branded tax filing outlets.
But for high net worth tax payers with more complex circumstances, we are specially qualified and positioned to help you navigate the complexities of the tax code and realize the best possible tax result for you. This would include:
- Business owners and entrepreneurs (personal retirement benefit plans, purchase/sale transactions, etc.)
- Investors (wealth accumulation, retirement assets, private investing, etc.)
- Real estate ownership and rental/purchase/sale transactions
- Major family or life events (marriage or divorce, birth or death, moving or relocation, etc.)
- Complex family trusts
- Inheritances and gifts (both foreign and domestic)
- Any other unique circumstance
We can help you maximize deductions, resolve tax controversies, and generally improve your tax efficiency.