Coordinate Your Needs into an Effective Strategy

Business owners and high-net-worth individuals often seek assistance in reducing their tax liabilities. For this purpose, it is essential to understand the plans and objectives you have for your company, your family, and yourself. With this information, we can effectively align your individual tax planning with your retirement, estate, and financial strategy.tax law

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.

Meet Your Goals

Clients, business contacts and referral sources know that we will always provide the highest level of personal tax accounting services to ensure you meet your goals, both personal and professional

Individual, Estate and Trust Services

In addition to our corporate tax experts, Armanino has an experienced group of professionals who specialize 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 relating to the LGBTQ community and their families

International Tax Services

Whether you’re an individual who has a foreign source of income, who has employees working outside their home country or who plans to work/reside outside of the U.S., we can help alleviate your tax concerns.