We help privately held companies address tax consequences before important decisions are final—and serve high-net-worth individuals and families whose personal, trust, estate, and charitable tax needs call for an ongoing, coordinated relationship.
Both relationships are designed around planning and coordination throughout the year. The right starting point depends on whether the primary complexity sits within a business or across a family’s broader tax picture.
Connect company filings with decisions involving structure, ownership, growth, multistate activity, and anticipated transactions.
Best suited for: Established privately held companies seeking an ongoing planning and compliance relationship.
Explore Business TaxCoordinate personal income tax, estate and trust tax matters, charitable planning, and family-office accounting and tax needs within one continuing relationship.
Best suited for: High-net-worth individuals and families who benefit from year-round planning and coordination across personal, business, trust, estate, or charitable tax matters.
Explore Private Client ServicesFor many owners and families, company activity, personal filings, trusts, significant gifts, and estate decisions cannot be evaluated in isolation. Where appropriate, the firm can coordinate Business Tax and Private Client Services and work with the client’s attorneys, investment advisers, and other professionals, while each adviser remains responsible for work within that adviser’s role.
For a practical framework, read when a business owner should coordinate business and personal tax planning.
Tell us where complexity is growing—in the business, across personal filings, among trusts and entities, or around a significant decision. We’ll discuss which tax relationship fits and what should happen before the next deadline.
Discuss Your Tax Priorities