Individuals – We work with individuals who have ongoing and annual tax planning and compliance needs. Many of our clients face complex situations, including owning a business, holding rental properties, or receiving equity compensation from an employer. We provide personalized strategies to optimize tax outcomes, ensure compliance, and support long-term financial goals.

Trusts and Estates – We work with trustees, executors, heirs, and their legal advisors to navigate complex trust and estate tax rules, ensuring compliance and effective planning for wealth transfer.