NAPLES: 239-262-1040 | MARCO ISLAND: 239-394-7502

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Individual Tax Preparation and Planning

We have specialized expertise when it comes to sophisticated tax matters related to wealthy individuals and family groups. Our clients also include owners of closely-held businesses and executives of Fortune 500 companies. Our reputation for thought leadership has made us the firm of choice for wealthy families and for the advisors with whom we work on mutual clients. We bring a thorough, creative and proactive approach to our clients’ tax matters. We typically provide planning and compliance services such as:

  • Preparing tax returns in all 50 states
  • Offering new clients a free review of prior years’ tax returns
  • Quality tax advice from experienced professionals
  • Easy and open access when you need us. We welcome your visits and phone calls. There are no dumb questions concerning your financial picture!
  • Financial planning and wealth management to insure that your family’s needs and goals are achieved
  • IRS problem resolution – when necessary, we intercede on your behalf
  • Tax planning for international clients with investments or business in the U.S.
  • Tax services for U.S. citizens working abroad
  • IRA and 401(K) planning
  • Eder planning and support
  • Personal and family budgeting

Let’s get together…