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Our Approach to Serving Private Clients

At the accounting firm of Wolf & Company, we work with private clients to understand and anticipate their financial needs, and inform them of opportunities that are advantageous to their situation. We understand that we are a part of a team of advisors that support you and that you are looking for customized solutions to establish a strategy, evaluate your situation, and plan for the future. We pride ourselves on our discrete, individualized, long-term relationships with our clients.

Whether you’re a business owner, entrepreneur, or executive — a customized, well-coordinated Private Client plan will set you on the right track to achieve your financial objectives.

Services We Provide to Private Clients

As a private client, it’s important that you don’t miss opportunities to implement the most advantageous tax planning strategies that are appropriate for your unique situation.

Changing tax laws make it even more critical to work with a professional who is proactive, provides customized solutions, and is committed to coordinating with your team of advisors.

As a top CPA firm with offices in Boston, and Springfield MA, Albany, NY and Livingston NJ, Wolf & Company has an array of strategic tax planning solutions that can be utilized. Our services include:

  • Strategies to minimize income tax
  • Family tax planning
  • Trust & estate tax planning
  • Gift tax planning
  • Charitable gifting planning
  • Strategies to minimize estate tax
  • Retirement distribution planning
  • Stock-based and deferred compensation planning
  • Income, gift and fiduciary tax return compliance
  • Business succession planning
  • Tax planning related to investments and transactions, including those relating to securities, real estate, stock options, and sales of significant assets

Special International Services

Whether your company has operations outside of the United States or you are living abroad, you need an advisor who can provide tax service and guidance with a global perspective. For those private clients who require tax planning and compliance outside of the United States, Wolf & Company's affiliation with Allinial Global, provides access to a network of 245 legally independent firms in 125 countries, via 440 locations.

Your engagement partner at Wolf serves as a single point of contact for your international tax needs. Allinial Global allows us to retain the benefits associated with local ownership and direct access to decision makers while you benefit from specific and relevant advice in the geographies that are important to you.

Contact Wolf & Company to learn more about our tax and accounting services for private clients today.