Financial Services

Your Tax Advisor

Bespoke Tax Solutions for the Financial Services Industry – When it comes to financial services and deploying effective tax strategies, we have decades of experience working with banking and credit institutions, registered investment advisors, brokers, dealers and a broad spectrum of other finance professionals. We can help you review tax consequences of changes in yours and your clients’ portfolios, retirement planning, as well as standard tax compliance work. Our depth of experience sets us apart from the typical CPA firm.

Traders and Investment Professionals

Tax Strategies for Traders and Securities Professionals

In today’s fast-paced financial markets, you need a partner that can advise you on tax strategies to mitigate your exposure. We work with investors, dealers and traders to reduce tax burden and complexity. From 475(f) mark-to-market elections, analysis of securities held for investment vs. used in a trade or business, we can help you navigate the best approach to structure your trading or investment business.

Innovative Strategies

Strategic thinking to help your business and your clients. We give you the tools to plan for retirement, minimize tax exposure and advise on strategies such as tax loss harvesting to achieve your goals.

Adding Value

We advise investment professionals and financial services corporations on how to structure their portfolios and entities to achieve preservation of capital, sustainable growth and tax savings. Get in touch with us today for a consultation.