Personal tax services
tax planning & consulting
Our team of certified public accountants provides tax strategies, planning and consulting services for your personal taxes. Our tax team can help with:
- Passive activity grouping
- Capital gain/loss harvesting
- Alternative minimum tax (AMT)
- Credit utilization
- Gift planning
- Estate planning
- Estate plan documentation review
- Estate tax calculation and liquidity analysis
- Irrevocable Life Insurance Trust (ILIT)
- Ownership alternatives
- Use of LLCs and family partnerships
Continue reading about our tax services:
Tax
Tax structure
Tax credits & incentives
Federal tax
State & local tax
Other tax filings
