Tax Compliance and Planning

Our tax services for individuals and families include:

• Income tax planning and compliance, including preparation of federal and state returns
• Quarterly estimated tax planning to avoid penalties while optimizing cash flow
• Management and representation for tax examinations
• Implementation of federal, state and foreign tax minimization strategies
• Planning and compliance for international individuals and their families
• Consulting on tax planning and compliance issues related to real estate investments
• Stock diversification planning, including stock option exercise planning for executives, founders and scientists
• Compensation planning for executives, such as stock option and deferred compensation planning