The growing complexity of the tax code requires a well-crafted tax strategy. This approach is crucial to reduce your tax burden and effectively safeguard your wealth.
Individual Income Tax Services
Thoughtful Income Tax Planning is the Foundation for Managing Your Wealth.
Our Approach
Navigating Individual Income Taxes
At Pasquesi Sheppard, we recognize that individuals with high net worth face distinct financial situations, necessitating a more comprehensive approach to tax planning and wealth management services. Our extensive experience covers business taxes, estate taxes, gift tax planning, and many other areas of taxation.
Our expertise in navigating complex tax landscapes ensures a strategy tailored to your unique needs. By combining our knowledge with your ambitions, we aim to pave the way for your financial success.
Our Capabilities
Our individual tax services cater to high-net-worth individuals and families and encompass a comprehensive range of offerings, including:
- Preparation and planning of individual taxes, both federal and state
- Creation of sophisticated strategies for charitable giving and philanthropic efforts
- Navigating the Alternative Minimum Tax (AMT)
- Tax deferral strategies and reporting (1031 exchanges and Qualified Retirement Plan optimization)
- Assistance with Foreign Financial Asset Filings
- Providing up-to-date guidance on changes in tax laws
- Guidance on stock option strategies, including timing and tax implications
- Collaboration with other professionals, such as attorneys and financial advisors
- Experience in expatriate and international taxation
- State Residency Planning
- Personal Cash-Flow Planning
- IRS Audit Representation