Complimentary Review
of Your 2022 Tax Documents
For High Net Worth Individuals and Family Offices
Are you getting notices from the IRS?
Is your accountant not getting back to you fast enough?
Was there money back missed from your return?
Our tax experts will review your 2022 tax returns to ensure you're receiving every eligible credit and deduction for optimal filing status. This service is designed for High Net Worth individuals and the Family Offices that serve them.
Submit the form to request a tax return review. One of our Tax Managers will be in contact to schedule a phone or zoom conversation.
Our High Net Worth Tax Experts
Jarrod Galassi
Senior Tax Manager
Jarrod is a certified public accountant with nearly a decade of experience guiding high net worth clients in achieving effective tax strategies, reducing compliance burden, and answering sophisticated questions.
Matthew John McNally
Managing Partner
Matthew is an enrolled agent with two decades of tax planning, compliance, and advisory experience, much of it at Big Four accounting firms, where he guided clients with wide-reaching financial concerns.
We Go the Distance, Each and Every Day
Our CPAs and tax professionals bring a full-service mentality to every relationship. As a seamless extension of your team, you can rely on us to protect your credibility, relationships, and profits.
Not Ready for a Review?
Explore our services in depth with our tax and advisory guide.
We Transform Your Tax Compliance Challenges into Opportunities for Growth
Get The Guide:
High Net Worth Individuals
+ Family Offices
Sophisticated Private Client Tax Services
Our comprehensive tax strategies are tailored around your unique goals for business, investing, philanthropy, and family.
Minimize tax liability + uncover tax advantages
Our clients often call on us for comprehensive tax and compliance strategies that take into account their complex business and personal objectives.
Optimize a business transaction
Our CPAs and tax professionals provide federal, state, local, and international tax advice on a wide range of business transactions, including purchases, sales, joint ventures, stock and asset purchases, takeovers, and restructurings.
Ensure a legacy
We frequently advise clients on the complex tax aspects of their estate planning, gifting, and trust strategies.
Ready to Evolve with Us?
Entrepreneurs, business owners, investors, and their family offices frequently turn to us to minimize tax obligations, maximize tax advantages, and meet their complex financial goals.