Individuals

 

we focus on busy individuals with a variety of complex needs

We work with several different groups of individual taxpayers. Specifically we focus on the individuals that fit any combination of the following:

  • High-net-worth families

  • High-earners

  • Global Taxpayers

  • Urban Professionals

  • Startup Founders

  • Entrepreneurs

  • Equity Compensation Award Holders

  • Real Estate Investors

  • Taxpayers with upcoming or recently occurring liquidity events

  • Taxpayers experiencing sudden changes

For other taxpayers that do not fit these specific client segments yet face tax complexities requiring true guidance and stewardship, we encourage you to contact us. We provide services above and beyond traditional income tax preparation and can advise on family wealth planning strategies and techniques to help transfer and preserve wealth in tax-efficient manners.

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