When making personal and business-related decisions, tax implications must always be considered. Having sound tax advice is crucial to tax efficiency and being compliant with tax authorities. This especially holds true for high net worth individuals and their closely held entities. Each individual’s and entity’s tax situation is different, which requires a tailored approach to create the most effective solutions.
Gerson Preston excels in providing individualized service to address all your specific needs and issues. Our tax services are more than just completing your annual tax forms. We take the time to understand our clients in order to develop the right strategy to minimize tax exposure and maximize after-tax income. Keeping abreast of all changes and developments in federal, state, and local tax laws, we advise you throughout the year to ensure you are always in the most advantageous position.
Our firm has excellent capabilities and an outstanding reputation in all areas of taxation including tax planning, consulting, and the preparation of federal, state, and local tax returns for individuals, partnerships, limited liability companies, corporations, estates, and trusts.
Our Private Client Tax Advisory Services include: