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