Personal Income Tax Planning and Consulting
Navigating the intricacies of tax and the ever-changing tax law can be complicated, time-consuming, and overwhelming. Our team of personal tax consultants offer a personalized, client-centered approach to managing the complexity of your affairs, including income tax, estate and gift, charitable giving, and the administration of all the parts and pieces of your family plan.
Frank, Rimerman offers a comprehensive range of tax strategy services to support our individual tax planning work. These include internal control reviews for family offices, valuation services for charitable and family gifts, and audits for private foundations.
Our Services
Because each tax situation is different our services are tailored specifically to each client. Our personal income tax planning services include:
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Tax Planning & Consulting
We work most frequently with individuals facing complex tax situations and intricate planning scenarios, including principals in investment partnerships, executives, founders and entrepreneurs. We handle stock option planning and executive deferred compensation planning.
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Compliance & Risk Management
We assist our clients with the preparation of federal and state returns and quarterly estimated tax planning to avoid penalties while optimizing cash flow, as well as management and representation for tax examinations.
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International Tax Considerations
For those looking at international investment, income and wealth, we can assist both individuals and their families with the compliance implications and planning opportunities that come from participating in the global marketplace.
