Tax Advisory

We leverage on our wide network of tax consultants to provide tax planning and advisory services to our clients. We manage their income, trust, gift, partnership, or business tax obligations. Our goal is to ensure that you pass generational wealth with zero to minimal tax exposure and we will find ways to reduce your tax obligations.

We will –

• Pay estimated taxes on a timely basis
• Ensure you take advantage of all opportunities to save taxes prudently
• Provide tax planning with an understanding of all aspects of your financial picture
• Work with your existing tax preparer or facilitate tax preparation
• Orchestrate document collection to ensure completeness of records
• Review returns from third party preparers
• Maintain cost basis information for all assets; securities, real estate, collections