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Income Tax Planning & Compliance
For high net worth individuals, The Fairman Group delivers
comprehensive and forward-looking tax planning services that are integrated with
your overall wealth management strategy. Our team of advisors draws upon its vast
experience to create tax strategies that address your financial goals efficiently
and thoroughly, consider cash flow requirements, and support your retirement,
estate and charitable giving plans. Our individual tax services include:
- Proactive tax planning with multi-year projections
- Preparation of federal, state and local tax returns, and assistance with estimated
tax payments
- Strategies designed to help reduce your tax burden
- Tax-sensitive investment approaches
- General tax consultation on business entity planning and other issues
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