Client Tax Preparation and Consulting

Virtually every planning decision you make has tax consequences. Too often taxes are an afterthought, and tax preparation is little more than tallying the bill. The following is only a partial list of activities that have significant tax consequences:

Buying or selling securities – Buying or selling real property – Buying or selling a business- Forming a new business – Marriage – Divorce – Gifting –Starting a family – Saving for college -Saving for retirement – Spending a retirement plan – Passing wealth to future generations during life and after death.

Tax preparation and consulting are separate from our advisory services and require a separate engagement letter and agreement of areas to be covered.