Tax preparation through Corient Tax
Our experienced team of accountants, attorneys and enrolled agents work alongside your advisors to prepare and file tax returns for you. Some of our services include:
Tax Planning for Individuals
- Income tax planning & compliance
- Federal, state & local audit representation
- Charitable planning, including multi-generational
- Tax deferral, retirement plan optimization & distribution strategies
- State/local tax minimization
- Asset allocation across different types of accounts
- Residency planning
- Private, concentrated public stock, and stock option solutions
- Estate & gift tax planning, including asset protection
Tax Planning for Businesses
- Year-round business tax planning
- Planning for liquidation events
- Audit representation, correspondence and support
- Entity selection and restructuring
- Compliance with federal, state and local tax laws
- Employee retirement plan and benefits optimization
Who we serve
- Individuals
- Corporations
- Partnerships
- Trusts and Estates
- Nonprofits/Foundations
- Gift Taxes
