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.

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Practice Lead

Jean McDevitt Bullens

Principal

Jean specializes in complex tax planning and compliance for high net worth individuals, family groups, trusts and estates.

Jean McDevitt Bullens headshot

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

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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.

John Conzelman

We look forward to partnering with you.