Our individual and private client tax experts focus on working diligently side-by-side with our clients to fulfill their financial goals in the most comprehensive manner with regards to their business as well as individual needs. Working directly with you to gain a deep understanding of your needs and your financial goals, our experts then create a proactive plan to ensure your short-term and long-term private wealth goals are optimized and realized.

Our individual and private client tax experts help clients realize their goals through:

  • Tax planning and compliance
  • Multi-state taxation
  • International taxation
  • IRS representation
  • Stock option planning
  • Tax projections
  • Retirement plan services

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