Tax Services

Tax Planning For Business & High Net Worth Individuals

Regardless of your industry, the right tax strategy is critical to your organization’s bottom line. Maintaining corporate tax compliance and effective tax planning is a multi-layered effort. You need a firm to guide you through the complexity of corporate tax deductions and corporate tax due diligence for your company. We offer a variety of tax planning and compliance services including:


  • Corporate tax deductions
  • Corporate tax due diligence
  • Choice of business entity planning
  • Mergers and acquisitions planning and due diligence
  • Corporate dispositions and spin-offs
  • Corporate restructurings
  • Full or corporate tax function outsourcing and effectiveness
  • Federal tax planning and compliance
  • Guidance on reporting requirements and procedures
  • State and local tax planning and compliance
  • Accounting for income taxes assistance
  • Tax controversy services
  • Tax modeling/projections
  • Sales, manufacturing and services operational and tax optimization

High Net Worth Individuals


As a high net worth individual it’s important that you don’t miss opportunities to implement the most advantageous tax planning strategies that are appropriate for your unique situation. A wide array of strategic tax planning solutions can be utilized for investments and transactions, including those relating to securities, real estate, stock options and sales of significant assets.

We understand the importance of maximizing the transfer of wealth to future generations through estate, gift, and trust tax planning. Whether you’re a business owner, entrepreneur, executive, or high net worth family—a customized, well-coordinated plan will set you on the right track to achieve your financial objectives.

Changing tax laws make it even more critical to work with a professional who is proactive, provides customized solutions, and is committed to coordinating with your team of advisors. We work with clients to understand and anticipate their needs, and help inform them of opportunities that are advantageous to their situation. We pride ourselves on our discrete, individualized, long-term relationships with our clients.

Our many years of experience working with high net worth individuals well equips us to establish a strategy to evaluate your situation and plan for your future. Our tax services for High Net Worth Individuals include:

  • Tax preparation, planning, and compliance
  • Individual & Fiduciary Tax
  • Business Tax

Our team of tax planning and income tax preparation professionals can help you save on taxes. Contact us to request a consultation, or give us a call today at 704.919.3220 and ask for Todd Greene for more information.

Does your business need a CPA for Tax assistance


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