Private Wealth

Individual Tax

Personalized tax planning service to last a lifetime.

Seasoned advice from proven teams help clients gain awareness of their total tax position and proactively plan for taxes with tax planning and compliance services.

Experienced professionals provide personalized strategic tax planning and proactive advice, while preparing tax returns, quarterly statements, and tax projections.

Dealing with government authorities and agencies is an easy process thanks to years of successful experience with tax disputes.

Proactive planning saves time and money. Experts have helped hundreds of high net worth individuals plan for taxes in a wide array of unique situations. Guidance is provided every step of the way, factoring in short-term and long-term goals that affect personal and professional situations.

Featured Thought Leader

Tami McCann, CPA

A seasoned tax professional, Tami has focused on providing highly customized tax services since 1988. She assists individuals and closely held companies with tax planning and compliance as well as wealth management strategies. Tami excels at communicating and coordinating team efforts with clients' additional advisors to ensure the best possible outcome.

Tax Reform Resources

Insights2020 Tax Rate Quick Guide

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