Private Client Tax Compliance

PRIVATE CLIENT TAX COMPLIANCE

Focused on Proactive Planning

Proactive tax planning should be a year-round endeavor which factors in personal, business, investment, estate, and retirement considerations. The tax accountants and attorneys at Citrin Cooperman will develop a comprehensive tax plan, customized to your requirements.

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Services Included

Federal tax planning and preparation

State and Local Tax (SALT)

Tax research and strategy

International tax

Representation for tax audits and tax controversies

Trust and estate services

Sales and use tax

Charitable planning

Forensic accounting

How Citrin Cooperman Can Help

New tax regulations, as well as complexities between accounting standards, require constant oversight by tax law professionals. Citrin Cooperman’s Private Client Tax Planning and Compliance Practice advise clients on practical solutions for minimizing tax obligations and maximizing current and future income in a cost-effective manner.

Complementing internal know-how is the expertise available to us as a member of Moore Stephens North America, which is itself a regional member of Moore Stephen, a global association of tax and accounting firms.

To ensure that your tailored tax planning continues to meet your objectives, our tax planning professionals will regularly review your plan and update you on relevant changes in tax law that might affect you. Proven expertise and confidential, personalized service is what you can expect to receive from Citrin Cooperman’s tax professionals.