TAX RETURN PREPARATION

For our Wealth Management Clients

  • Individuals
  • Sole Proprietorships
  • Partnerships
  • LLCs / LLPs
  • S Corporations
  • C Corporations
  • Trusts
  • Estates
  • Nonprofits

TAX PLANNING

  • Year round tax planning
  • Tax mitigation strategies
  • Tax loss harvesting
  • Charitable giving