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INDIVIDUAL TAX PLANNING & STRATEGY
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
Kimberly Pecora
Principal
Kimberly specializes in tax planning and preparation for high net worth individuals, trusts, and estates, as well as pass-through entities, corporations, and nonprofits. She joined the firm in 2019 having previously served as a principal at a regional public accounting firm in New Hampshire for over 14 years.
Service designed with your unique 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 engagement with thoughtfulness and respect for their unique situation, 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
- 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