Individual & Private Client Services Tax Compliance

 Personalized tax preparation and planning for individuals and families. We maximize your deductions, credits, and refunds while ensuring accurate filing of federal and state returns. From simple W-2s to complex investment income, rental properties, and multi-state situations, we handle every detail with care. Our proactive approach includes year-round tax planning to minimize your liability and protect what matters most—your family's financial security. 

 Elite tax and wealth management solutions for high-net-worth individuals, executives, and business owners. We provide sophisticated strategies including estate and gift tax planning, trust administration, executive compensation optimization, and multi-generational wealth transfer. Our white-glove service delivers discretion, precision, and personalized attention to complex financial situations. From stock options and deferred compensation to international holdings and charitable giving, we ensure your wealth works as hard as you do.