Tax & Accounting Services
Individual Tax Services
Our professionals provide income tax planning, compliance, and consulting services to a wide range of individuals, from high net-worth individuals, to everyday middle-class Americans. Whether you are a salaried employee, or you require quarterly, year-end and/or extension projections for estimated tax purposes, we have the knowledge and expertise to take care of all your needs. Unlike the large accounting firms, your sensitive information will never be outsourced to India or the Philippines.
Tax Exempt Organizations
Whether a nonoperating or operating private foundation, publicly or privately funded, we have a deep knowledge and understanding of your particular tax and accounting needs. Let our tax professionals provide you with floor-to-ceiling service, managing your personal, business, and foundation tax and accounting needs with an integrated approach.
Hedge Funds
We specialize in the preparation and income tax planning of Management Companies and the General Partner (GP) of the public and private equity funds. We have a rich history of working with some of the most prominent hedge funds and private equity funds in the industry. Our clientele currently has over $100 billion in assets under management, and growing. Whether you're just starting a fund, or are well-established, let us assist you with determining the optimal fund structure, preparation of Form 1065 and resulting K-1s, and much more.
Estate, Trust, & Gift Tax
It's your money. You've earned it! Let us use our vast experience in estate, trust, and gift tax to help you plan how to keep more of it for you, and for your family.
Business Tax
We handle a myriad of different businesses, large and small, including LLCs, sole proprietorships, S Corps and C Corps. Do you have questions regarding the unique tax challenges you will face as you make transactional, structuring and compliance decisions as a passthrough? Our knowledgeable professionals can help. We can also prepare or review your books, payroll tax returns, or use our integrated tax and business knowledge to consult on all of your general business needs.
Family Offices
We have managed or provided expert consulting to numerous family offices of ultra high-net worth individuals. We offer turn-key solutions to even the most complicated financial situations. We are hands-on and personally accountable to you and your family. Like a family CFO, we deliver complete financial management and coordination services. Our well-rounded and skilled professionals guard your financial life from the ground up, so you don't miss out on potential cost-savings and other opportunities.