Our Approach

Coordinate Your Needs Into an Effective Strategy

Business owners and high-net-worth individuals often come to us hoping to reduce their tax burden. To make that happen, we need to know what you have in mind for your company, your family and yourself. Armed with this information, we can carefully coordinate your individual tax planning with your retirement, estate and financial strategy.

While we ensure you comply fully with the myriad tax filing requirements, our job is not merely filling out tax forms. Rather, our income tax services experts help you understand the impact of the complicated tax rules — and we do that in plain English. At the heart of our work is finding that delicate balance between “not paying tax before it is due” and avoiding unnecessary penalties

Achieve Your Objectives

Clients, business contacts, and referral sources can rely on us to provide top-tier personal tax accounting services to help achieve both personal and professional objectives.

Individual, Estate, and Trust Services

Besides our corporate tax expertise, Armanino has a knowledgeable team specializing in individual, estate, and trust services including:

• Income tax planning and preparation (e.g., federal and state returns)
• Charitable tax planning
• Estate, gift, and trust tax planning and return preparation
• Generation-skipping transfer (GST) tax planning
• Charitable remainder trust (CRT) planning
• Planning for stock options and restricted stock units (RSUs)
• Planning for alternative minimum tax (AMT)
• Coordinating with other trusted advisors (e.g., attorneys, insurance consultants, etc.)
• Tax compliance and consulting relevant to the LGBTQ community and their families