Private Client Tax
PERSONAL TAX CONSULTANTS DELIVER CUSTOMIZED TAX STRATEGIES
Paying income taxes is a certainty in life, but you can manage the process better by having appropriate plans in place. Whether your personal tax challenge is cash flow planning, long-term wealth, or financial planning, it’s important for you and your family to have short and long-term financial goals. In order to reach those goals, you need a comprehensive plan designed around your specific tax situation.
Flexible tax strategies and customized plans from Sikich’s personal tax consultants help high-wealth individuals minimize their tax exposure and position themselves for financial success. Our consultants coordinate all aspects of your overall financial plan and individual tax strategy for comprehensive solutions that help you meet your goals.
Any tax advisor can plug your numbers into a system and generate a one-size fits all tax plan. But those systems can’t provide you with creative, comprehensive consulting and planning advice based on your unique needs and goals. At Sikich, we take into consideration all of your specific financial, personal, and economic variables, then we work to create a plan that is tailored to the current and future needs of you and your family.
Reduce your federal tax burden by taking full advantage of tax deductions, credits, and planning strategies.
Manage state and local tax challenges by working with a tax professional who monitors laws and regulations that affect you.
Count on expert advisement for well-planned, cross-border tax strategies that positively impact your bottom line.
PERSONAL TAX SERVICES
Individual income taxes can be a complicated maze of ever-changing rules making it harder than ever to maximize financial growth and minimize tax burdens. Any new development has the potential to create confusion or add a level of complexity to your taxes that can dramatically affect your financial situation.
Our personal tax consultants help ensure that you are taking full advantage of the tax deductions, credits, and planning strategies available to you. From developing and implementing year-round income tax planning strategies, to tax return preparation, and representation to tax authorities, keep your financial strategies intact by working with Sikich’s tax consultants.
TAX PLANNING, COMPLIANCE & CONSULTING SERVICES:
Tax minimization strategies
Multi-state and local tax reporting
Estimated tax compliance and planning
Foreign tax compliance and reporting
Estate, trust, gift tax, generation-skipping transfer and private foundation tax compliance
AMT planning and considerations
PROTECT YOUR ASSETS, YOUR BUSINESS, AND YOUR FAMILY
WITH HELP FROM SIKICH
Discover flexible tax strategies and create a customized, achievable plan with the personal tax consultants at Sikich and rest easy knowing that all aspects of your overall financial plan and individual tax strategy will be successfully coordinated.