Private Client Tax Services

This page is for individuals, families, high-net-worth taxpayers, executives, professionals, and owners whose personal tax picture includes several moving parts. That may include K-1s, investment income, entities, charitable planning, retirement distributions, multi-state exposure, or coordination with attorneys and advisors.

Private-client tax work often involves more than one annual return. Decisions around entities, compensation, investments, family obligations, charitable giving, or estate-adjacent matters can affect tax reporting and planning. The challenge is keeping the tax picture organized without overstating what a CPA can control.

Eric helps clients clarify the tax facts, review reporting obligations, plan around upcoming deadlines, and coordinate with other advisors where tax input is appropriate. The work stays within CPA tax planning, preparation, compliance, and advisory support. It does not replace legal documents, portfolio decisions, or other non-tax professional services.

• Reviewing income sources, entities, and filing obligations
• Planning before year-end or before a major transaction
• Preparing and reviewing complex individual returns
• Coordinating tax questions with attorneys, investment advisors, or business advisors
• Responding to IRS or state notices related to personal tax matters

• Tax Planning and Preparation
• CPA Services for Complex Tax Situations
• Contact Eric

• SECURE Act Tax Planning Questions For Retirement Accounts
• Tax-Aware Planning Coordination: What To Discuss With Your CPA
• Year-End Tax Planning For High-Income Households
• How A Boutique CPA Relationship Differs From A Volume Tax Preparer

Does this include services outside tax?

No. This page is focused on CPA tax planning, preparation, compliance, and coordination with existing advisors. It does not claim services outside that tax scope.

Can Eric coordinate with my other advisors?

Where appropriate, Eric can coordinate tax questions with your attorney, investment advisor, or other professionals so tax considerations are part of the broader discussion.

Is this only for high-net-worth clients?

No. The focus is complexity, privacy, and fit rather than a public asset threshold.

If the matter is complex, the best next step is a focused conversation about the facts, timing, and fit.