Our Wide Range of Tax Services for Private Clients

Our services are defined by attention to detail, interest in the client and a high level of technical expertise. We establish with our clients close working relationships that are both broad and deep. Our client relationships stretch back many years. A brief summary of our services for private tax clients includes:

  • Individual income tax planning and compliance
  • Estate planning and trusts
  • Family partnerships and closely held companies
  • Foundations and charitable planning
  • Gift tax and generation skipping transfer tax planning
  • General financial planning

Please click the file drop link to the right if you wish to send us secure documents. You will be able to select a specific person within our firm whom you wish to share your information.