Integrated Approach
Tax Services That Work in Step With Your Financial Plan
As part of our comprehensive wealth management approach, we provide in-house tax services that work seamlessly with your investment, retirement, estate, and business planning. Because tax decisions touch nearly every aspect of your financial life, integrating tax planning and preparation under one roof helps identify opportunities, clarify tradeoffs, reduce costly disconnects, and support more informed, long-term decisions.
Individual Tax Planning & Preparation
- Preparation and filing of U.S. Individual Income Tax Returns (Form 1040) and commonly required schedules
- Ongoing coordination of tax planning with investment strategy, retirement planning, and charitable giving
Estate & Wealth Transfer Tax
- Preparation of federal estate tax returns (Form 706) and related filings when required
- Alignment of estate tax considerations with gifting strategies, asset ownership, and beneficiary designations as part of a broader legacy plan
Specialized & Project-Based Support
- Assistance with complex or non-routine matters, including amended returns, multi-state filings, and IRS notices or audits
- Project-based engagements for unique transactions or planning opportunities, scoped in advance based on complexity
Trust & Estate Income Tax
- Preparation of estate and trust income tax returns (Form 1041), including beneficiary Schedules K-1
- Coordination of trust and estate taxation with estate planning documents and long-term wealth transfer goals
Business Owner Support
- Tax return preparation for closely held businesses, including partnerships, corporations, sole proprietorships, and applicable nonprofit entities
- Coordination of business tax filings, such as payroll and information reporting, with your personal planning and broader financial strategy
- Cash-based bookkeeping services that organize your cash receipts and disbursements into accurate financial information, including monthly account reconciliations and management review reporting
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