Tax work across a family’s affairs

Several related returns

Related returns

Several family members, trusts, estates, partnerships, corporations, or foundations file returns that depend on related information.

Private and concentrated investments

Private funds, partnerships, and concentrated public or private equity create K-1, basis, payment, and transaction dependencies.

Transfers across the family structure

Gifts, trust distributions, charitable transfers, ownership changes, and estate work may affect several taxpayers and later years.

A standing office or advisor team

Family-office staff, attorneys, investment advisors, trustees, bankers, valuation professionals, and other tax firms need current, authorized tax information.

Tax planning and coordination

Planning and payments

Year-round projections, estimated payments, transaction analysis, and open-question tracking.

Returns and related records

Individual, trust, estate, partnership, S-corporation, gift, and foundation tax work included in the engagement.

Basis and carryforwards

Tax-basis, carryforward, election, and open-item records preserved for later returns and transactions.

Authorized coordination

Tax facts, assumptions, deadlines, and information requests shared with family-office staff and retained professionals for the approved purpose.

Illustrative example · Not an actual client matter

Trusts, private investments and a family foundation

Consider a family with individual and trust estimates, private-investment K-1s, partnership basis records, a private foundation, trust distributions and a proposed ownership transfer. The tax work has to account for the related records and deadlines.

Maintain a tax calendar across related taxpayers and entities.
Track information dependencies and open items before estimates and returns.
Share approved tax assumptions with the attorney, investment advisor, trustee, and office staff.
Preserve basis, carryforwards, and transaction facts for later years.

When legal documents are needed

When the plan calls for a new entity or trust, affiliated Hickok Tax Law, PC can prepare formation documents, create or amend trusts, and coordinate the legal work with the tax planning.

Legal services are provided under a separate law-firm engagement; a tax or accounting engagement does not include legal services.

A tax contact for the family and its advisors.

Every client has a lead contact. For a family-office tax coordination engagement, the lead contact helps organize the agreed work across family members, trusts and related entities, alongside family-office staff and retained advisors.

We agree who receives which information, how open questions are followed up and when projections and payments are reviewed.

You do not need a family office to work with us

You can engage us for one complex return or a defined project, or for broader coordination across family members, trusts and entities.

A family-office tax calendar

The calendar is not merely a list of filing dates. It is a record of the information, decisions, payments, and returns that depend on one another.

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