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