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Tax Planning for High Net Worth Individuals

Efthimiou CPA Group offers a comprehensive package of tax services to high net worth individuals including income tax planning, tax return preparation, and innovative estate planning strategies. Our team has many years of experience working with high net worth individuals and families who need guidance planning their financial future and managing personal wealth. We take a proactive approach to tax planning to help our clients minimize their current and future taxes.

At Efthimiou CPA Group, we are deeply concerned about the financial security of each one of our clients. We stay on top of the constantly changing tax laws and legislation so we're in a position to identify key tax planning opportunities and implement them quickly and effectively. Through ongoing dialogue with our clients, we are able to provide the necessary tools to maximize their finances and preserve wealth. We have both the expertise and experience to ensure that estate and gift taxes are properly considered as part of your overall tax plan, and that any estate tax returns are filed with complete accuracy.

Services for High Net Worth Individuals

  • Estate and income tax planning and compliance

  • Preparation of all tax returns – individual, gift, estate, trust

  • Analysis of your current and future tax situation

  • Personal financial planning

  • Ongoing tax planning for estate, trust and beneficiaries

  • Cash flow reports and budgets

  • Audit representation

  • Account reconciliation with banks, investment brokers, etc.

  • Investment tracking for tax purposes and capital gains/losses

  • Planning for gift and estate taxes

  • Retirement planning

  • Succession planning

  • Philanthropic planning

  • Education planning

  • Purchases, sales and structuring

  • Insurance needs analysis

  • Legacy planning and elder care planning

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