Taking care of your family Well-being
For high net worth individuals and families, career and personal commitments can be demanding. Our firm provides financial services to alleviate the burdens of daily, weekly, monthly, and annual financial management activities. We free client time from managing checkbooks, paying household employees, and cash flow forecasting for other endeavors.
Memberships:
- AICPA
- VSCPA
Our comprehensive services include:
- Tax Planning & Preparation
- Preparation of Federal and State gift tax returns
- Preparation of Federal estate tax returns & applicable State inheritance/estate tax returns
- Preparation of Federal and State fiduciary income tax returns
- Cash flow reporting
- Budgeting
- Managing and paying monthly bills
- Balancing checkbooks
- Negotiating with creditors
- Notary services
- Payroll management
- Coordination of legal, wealth management, and tax services
Learn how our firm has been helping firms like you for 30+ years.
