Individual & Family Tax
Built Around Your Life. Prepared for What’s Ahead.
Personal and family tax matters can span investments, businesses, multiple generations, and changing circumstances. We provide thoughtful tax planning and compliance designed to protect your wealth, simplify complexity, and help you plan with confidence. Clear guidance. Personal attention. Long-term perspective.
When a financial life spans multiple entities, asset classes, jurisdictions, and generations, individual decisions become interconnected. We handle the individual return, the business returns, the entity filings, and the family's broader tax position as one connected picture rather than several separate ones.
What we help with:
MULTI-ENTITY, MULTI-STATE RETURNS
Consistent federal and state positions across the returns and entities that make up your tax picture.
RESIDENCY & DUAL-STATUS YEARS
Residency, start dates, treaty considerations, and filing status analyzed before year-end decisions are made.
EQUITY & LIQUIDITY EVENTS
Options, RSUs, QSBS, and liquidity events evaluated in advance for timing, character, and reporting consequences.
FOREIGN ACCOUNTS & ASSETS
Non-U.S. accounts and assets identified and disclosed consistently, with filing obligations tracked form by form.
Full scope
- Federal, multi-state, and nonresident individual returns
- Residency determination, dual-status years, and treaty tie-breaker analysis
- Equity compensation planning — options, RSUs, and QSBS
- Foreign income, foreign accounts, and foreign asset reporting
- Charitable giving and multi-year tax modeling
- Trust, estate, and gift tax returns
Contact Us
Start with a conversation
