We provide a dedicated Executive Service Team to handle all the compliance and consulting tax services for corporate executives and high income/high net worth individuals.
Our Executive Service Team provides a suite of personalized services:
- Direct acquisition of the executive’s tax and financial data from various investments and brokerage accounts
- Preparation of all the executive’s tax returns (state, local, federal, gift, etc.)
- Detail review of the final tax return with the executive
- Consultation with the executive throughout the year regarding estate and financial planning transactions
- Preparation of quarterly tax review and projections
- Year-end tax planning and projections
Fees for our Executive Tax and Financial Services can be provided on a predictable fixed fee or hourly basis depending on the nature and complexity of the engagement.