Tax Planning & Preparation

Tax planning shouldn't be an afterthought—it should be woven into every financial decision you make. Thoughtful tax strategies can significantly reduce your overall tax burden, enhance your income efficiency, and create more effective pathways for transferring wealth to family members and charitable causes. We approach every recommendation through a tax-optimization lens.

• Proactive tax analysis to identify areas for tax reduction

• Federal, state, and local tax compliance

• Representation and support for IRS and state tax audits

• General tax preparation services and year-round planning

• Bookkeeping and family office services, including back-office support

• 401(k) and IRA plan optimization and distribution strategies