Strategy & planning
Projections, estimated payments and review of changes to income, ownership or family circumstances.
Capabilities
Advisory services
Ongoing tax advice, analysis for a significant decision, or help with a return. We get to know the question, agree the work and identify the team you will work with.
Ways to work with us
Major decisions & transfers
Focused tax analysis for an exercise, sale, move, inheritance or gift.
Tax return preparation
Individual, trust, estate and gift returns, available on their own or alongside planning.
Family-office tax coordination
Related returns, private investments, trusts and tax information for the family and its advisors.
Specialized work
Executives & equity
Compensation, acquisition history, basis, liquidity and multistate questions.
Trusts, estates & gifts
Fiduciary reporting, distributions, transfers and beneficiary tax information.
Charitable giving & foundations
Tax planning and reporting for gifts and charitable structures.
A relationship that fits the work.
Every client has a lead contact. For year-round advisory, the lead contact and supporting team keep the tax history, decisions and open questions together. For a focused project, we agree the deliverables and timing. For return preparation, we explain how to provide records and raise questions about your return. Each return or project begins with a signed engagement letter that sets the scope and fee.
Accounting or tax work for an organization?
The business side covers monthly accounting, reporting, business tax, growth and transactions.