People are different. Their tax strategies should be too.
Individual Tax Planning & Strategy
We recommend tailored tax strategies for each private client because we know that no two are the same.
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
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.