Individual Tax Services

Our individual tax practice is focused on clients with sophisticated tax matters. We advise executives, founders, investment professionals, family offices, and high-net-worth individuals whose financial lives extend well beyond a standard tax return.

Our clients often receive income from numerous sources, including investment partnerships, carried interest, closely held businesses, equity compensation, trusts, private investments, and assets held across multiple jurisdictions. Each component can create distinct planning and reporting considerations, and decisions involving one part of the structure may affect the individual’s broader tax position.

Whether planning for carried interest, qualified small business stock, equity compensation, multistate taxation, international reporting, or a significant liquidity event, we provide proactive guidance designed to minimize tax and eliminate surprises. We also help clients manage estimated taxes and withholding throughout the year so that tax obligations are considered alongside investment, business, and cash-flow decisions.

Our objective is not simply to prepare an accurate tax return. We serve as trusted advisors throughout the year, helping clients anticipate issues, evaluate opportunities, and navigate significant transactions and complex financial decisions with practical, technically sound advice.

Who We Serve

We work with individuals whose tax matters involve significant income, complex investments, business interests, or multiple jurisdictions. Our clients include:

  • Investment fund founders, partners, and professionals

  • Founders and entrepreneurs

  • Corporate executives

  • Family office members and high-net-worth families

  • Individuals with complex partnership and investment activity

  • Individuals preparing for significant transactions or liquidity events

How We Help

Our individual tax services include:

  • Federal, state, and local income tax compliance

  • Year-round tax planning and projections

  • Carried interest and investment fund taxation

  • Qualified Small Business Stock planning

  • Equity compensation, stock options, RSUs, and restricted stock

  • Multistate taxation and residency planning

  • International tax reporting and compliance

  • Estimated tax and withholding strategies

  • Trust, estate, and charitable planning coordination

  • Tax planning for significant transactions and liquidity events

Year-Round Planning for Complex Tax Matters

For individuals with significant financial complexity, tax planning cannot be separated from investments, business interests, compensation, trusts, charitable activity, and major personal decisions. A transaction involving one part of a client’s financial life can create consequences across multiple tax returns and jurisdictions.

Our approach considers the complete tax picture. We coordinate individual planning with related businesses, investment partnerships, trusts, foundations, and other entities, allowing us to identify issues early and provide advice before important decisions become final.

Whether evaluating a liquidity event, managing carried interest or equity compensation, changing residency, making a significant investment, or planning a wealth transfer, our objective is to provide practical, technically sound guidance throughout the year.

Speak with an Individual Tax Advisor

Tell us about your tax matter. We'll contact you within one business day to discuss how we can help