Individual Tax Services

We provide comprehensive income tax planning, compliance, and advisory services for a broad range of individuals—from high-net-worth clients with complex financial portfolios to salaried professionals seeking straightforward, reliable support.

Whether you need annual tax return preparation or proactive year-round planning, our team offers accurate, strategic, and personalized guidance. We assist clients with everything from estimated tax projections and extension filings to planning around RSUs, stock options, and multi-state income.

Our goal is not just to prepare your tax return, but to serve as a trusted advisor—helping you anticipate tax impacts, identify opportunities for savings, and avoid surprises. With a deep understanding of federal and state tax law and a commitment to responsive, high-touch service, we make it easier for you to navigate your tax responsibilities with clarity and confidence.

Tax Exempt Organizations

We provide specialized tax and compliance services to a wide range of tax-exempt entities, including operating and non-operating private foundations, as well as publicly and privately funded organizations. Our team understands the unique regulatory and reporting requirements that exempt organizations face—and we tailor our approach accordingly.

Whether you're managing a foundation alongside complex personal or business interests, we offer an integrated, full-service solution. From Form 990-PF preparation to strategic planning and coordination with your other advisors, we deliver thoughtful, technically sound guidance to help your organization stay compliant and mission-focused.

Hedge Funds

We specialize in tax planning and compliance for hedge fund structures, with a focus on Management Companies and General Partners (GPs) of both public and private equity funds. Our firm has a long-standing track record of serving some of the most prominent names in the alternative investment space, with our clients collectively managing over $100 billion in assets—and growing.

Whether you're launching a new fund or managing a well-established vehicle, we provide strategic guidance on fund structuring, prepare Form 1065, and deliver timely, accurate K-1s to your investors. Our deep industry knowledge allows us to navigate complex tax issues with clarity and precision—so you can focus on performance and growth.

Estate, Trust, & Gift Tax

You’ve worked hard to build your wealth—now let us help you preserve it. Our team brings extensive experience in estate, trust, and gift tax planning, helping individuals and families structure their affairs to minimize tax exposure and ensure assets are transferred efficiently and according to their wishes.

Whether you're planning for future generations, navigating trust compliance, or preparing gift tax filings, we provide thoughtful, technically sound strategies tailored to your unique goals.

Business Tax

We provide comprehensive tax planning, compliance, and advisory services to businesses of all sizes—including LLCs, sole proprietorships, S corporations, and C corporations. Whether you're navigating entity selection, structuring a transaction, or facing complex compliance decisions as a pass-through entity, our experienced professionals offer the insight and guidance you need.

In addition to tax return preparation, we can assist with bookkeeping reviews, payroll tax filings, and broader business consulting. Our integrated understanding of tax and business operations allows us to deliver practical, value-added solutions tailored to your unique goals.

Family Offices

We provide strategic tax and financial consulting to family offices supporting ultra-high-net-worth individuals. Whether you're running a well-established office or building one from the ground up, we offer turn-key solutions tailored to complex, multi-generational financial lives.

Serving as a trusted advisor and financial coordinator—much like a family CFO—we deliver hands-on, high-touch support across tax compliance, planning, and financial oversight. Our experienced professionals help identify tax-saving opportunities, streamline operations, and ensure alignment across your advisory team. We pride ourselves on discretion, accountability, and a deep understanding of the unique dynamics that drive family office success.