Tax Planning Services for High-Net-Worth Individuals

While we ensure you comply fully with the myriad tax filing requirements, our job is not merely filling out tax forms. Rather, our income tax services experts help you understand the impact of the complicated tax rules — and we do that in plain English. At the heart of our work is finding that delicate balance between “not paying tax before it is due” and avoiding unnecessary penalties.

Clients, business contacts and referral sources know that we will always provide the highest level of personal tax accounting services to ensure you meet your goals, both personal and professional.

Individual, Estate and Trust Services

In addition to our corporate tax experts, Armanino has an experienced group of professionals who specialize in individual, estate and trust services including:

• Income tax planning and preparation (e.g., federal and state returns)
• Charitable tax planning
• Estate, gift and trust tax planning and return preparation
• Generation-skipping transfer (GST) tax planning
• Charitable remainder trust (CRT) planning
• Planning for stock options and restricted stock units (RSUs)
• Planning for alternative minimum tax (AMT)
• Coordinating with other trusted advisors (e.g., attorneys, insurance consultants, etc.)
• Tax compliance and consulting relating to the LGBTQ community and their families

Trust & Estate Tax Planning

Corporate Executive Services

Our team understands that entrepreneurial executives need help reaching their estate, gift and philanthropic goals, which is why we provide the following services:

• Business succession planning
• Stock diversification planning and compensation planning
• Stock option training for executives and their employees
• Outsourced accounting and bookkeeping services
• Understanding and planning with AMT

International Tax Services

Whether you’re an individual who has a foreign source of income, who has employees working outside their home country or who plans to work/reside outside of the U.S., we can help alleviate your tax concerns.

International Tax

Family Office Services

We have more than 35 years of experience advising wealthy individuals and families with more than $50M in liquid assets on how to manage their day-to-day financial, investment and family concerns.

Family Office Services