Individual Tax Services
Our team offers a personalized, client-centered approach, integrating your financial and charitable goals while minimizing income, gift, and estate taxes as well as administrative costs.
Frank, Rimerman's integrated array of services are complementary to our services to business for closely held private companies, internal control reviews for family offices, valuation services for charitable gifts, valuation services for family transfers, and audits for private foundations.
Our tax services for individuals include:
- Income tax planning and compliance, including preparation of federal and state returns
- Quarterly estimated tax planning to avoid penalties while optimizing cash flow
- Management and representation for tax examinations
- Implementation of federal, state, and foreign tax minimization strategies
- Planning and compliance for international individuals and their families
- Consulting on tax planning and compliance issues related to all forms of international and domestic equity and financial investments
- Consulting on tax planning and compliance issues related to principals in investment partnerships, including carried interest planning
- Consulting on tax planning and compliance issues related to real estate investments
- Stock diversification planning, including stock option exercise planning, for executives and founders
- Compensation planning for executives including stock option and deferred compensation planning
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