As the saying goes… it’s not what you make, it’s what you keep.

Prudent financial and investment management rests on three key foundations:

Each of these disciplines interacts with the others. Decisions and events in any one of these areas have implications in the other two.

We offer comprehensive income tax planning and tax return preparation services.

Review of prior tax returns
Inventory of various inputs to the tax scenario, e.g.,
- Income
- Brokerage accounts
- Investments
- Rental property
Advice and consulting on strategies to minimize taxes and maximize after-tax income
Strategies for executing stock options, including both ISO and NSO options
Assessment of charitable giving plans
Estate and legacy planning
Forecasting taxes and computing proper quarterly estimated payments

We prepare and file complete tax returns for individuals and their related trusts, including gift and estate filings, and for businesses.