Tax
INDIVIDUAL TAX SERVICES
People are different. Their tax strategies should be too.
We recommend tailored tax strategies for each private client because we know that no two are the same.
Practice Lead
Jean McDevitt Bullens
Principal
Jean specializes in complex tax planning and compliance for high net worth individuals, family groups, trusts and estates.
Service designed with your individual needs in mind
We pride ourselves on personally getting to know and understand each of our clients. This allows us to build strong, lasting relationships that go beyond the typical rapport. We treat each client with the same thoughtfulness and respect – regardless of size – and we’re often their first point of contact when issues arise. Our team is accessible and responsive, consistently providing first-class service for each generation of the families with which we work.
How we can help
- Individual income tax planning and compliance
- Estate and gift tax planning and compliance
- Fiduciary income tax planning and compliance
- Charitable planning
- Retirement planning
Related Services
- Personal Financial Planning
- International Tax
- Multi-state matters
- Family-Owned Business Tax
What our clients are saying
Our family’s lead person is knowledgeable, patient, efficient, and committed to doing the best possible work for all of us. They are always willing to answer our questions and have a good understanding of our situation. We all love working with BNN.