Tax Coordination

We have a long history of managing clients’ income, gift, trust, partnership or business tax obligations. Not only will we insure timeliness of taxes and estimated payments but understanding your overall financial picture can be helpful in finding ways to reduce your tax obligation.

• Work with your existing tax preparer or facilitate tax preparation

• Orchestrate document collection to ensure completeness of records

• Ensure you take advantage of all opportunities to save taxes prudently

• Review returns from third party preparers

• Provide tax planning with an understanding of all aspects of your financial picture

• Pay estimated taxes on a timely basis

• Maintain cost basis information for all assets; securities, real estate, collections