INDIVIDUAL TAX SERVICES
People are different. Their tax strategies should be too.
We recommend tailored tax strategies for each private client because we know that no two are the same.
Jean McDevitt Bullens
Jean specializes in complex tax planning and compliance for high net worth individuals, family groups, trusts and estates.
Service designed with your individual needs in mind
We pride ourselves on personally getting to know and understand each of our clients. This allows us to build strong, lasting relationships that go beyond the typical rapport. We treat each client with the same thoughtfulness and respect – regardless of size – and we’re often their first point of contact when issues arise. Our team is accessible and responsive, consistently providing first-class service for each generation of the families with which we work.
How we can help
- Individual income tax planning and compliance
- Estate and gift tax planning and compliance
- Fiduciary income tax planning and compliance
- Charitable planning
- Retirement planning
What our clients are saying
I have always felt secure in the knowledge that
my best interests have always been beat365最新地址’s primary goal.