Private Client Group

Experience

Harnessing the expertise of over 25 dedicated tax professionals, our Private Client Group provides comprehensive services to high-net-worth individuals and their families, and clients with complex tax environments. Working closely with your advisors, our team builds tailored service models to meet the unique needs of our clients, provide clear guidance, and plan for the future.

Leveraging diverse industry experience and the latest technological advancements, we provide seasonal tax preparation services while also remaining closely engaged with clients throughout the entire year to provide planning and support. This could include scenario planning to maximize tax benefits, forecasting the tax impact of potential cash inflows or outflows, or projecting the tax implications of suggested planning. Our personalized approach paired with our consistent, responsive engagement strategy will quickly make our Private Client Group a trusted wealth advisor on your team as we strive to help you reach your financial goals.

Expertise

Estate & Gift Tax

We work in conjunction with estate planning attorneys and wealth advisors to plan, implement, and report multi-generational wealth transfer techniques efficiently while remaining compliant to avoid Internal Revenue Service (IRS) scrutiny.

Fiduciary Income Tax

We provide fiduciary tax services and planning for high-net-worth individuals and families, and create comprehensive tax strategies to accommodate the transfer of wealth to future generations.

Individual Income Tax

We offer individual income tax compliance and tax planning services to address federal, state, and city income tax return adherence, income tax projections, and estimated taxes. Our comprehensive tax strategies focus on minimizing income taxes and proactively planning for wealth transfer to future generations.

International Tax Reporting

We provide individual tax planning and compliance services to U.S. individuals working and investing internationally, as well as foreign individuals working and investing in the U.S. From planning international relocations to cross-border business structuring, our team of international tax specialists, alongside our affiliation with Allinial Global, can help you navigate your unique international tax needs.

Philanthropic Planning & Private Foundation

Our philanthropic planning services will identify current opportunities and long-term options based on each client’s unique situation and their tolerance for complexity. We’ll also analyze the tax and personal impact of all charitable initiatives to assist in making proactive decisions. This work includes a focus on compliance and support to private foundations.

Learn how to submit your Federal and Massachusetts-specific extension, balance due, and estimated tax payments electronically. How to Pay Taxes Online