Executive Tax Services

Many corporations provide executive tax services not only as a benefit for senior management, but as a way for the executive to focus greater attention on their corporate fiduciary responsibilities. We currently provide these services to executives of several Fortune 500 companies, along with large privately held organizations.   

We have demonstrated that sharing leading practices of tax treatments for executives of the same corporation is a more efficient approach to managing complex issues such as deferred compensation, stock options, treatment of certain benefits, and multi-state income taxes.  

Our personalized suite of services can include: 

  • Direct acquisition of the executive’s tax and financial data from various investments and brokerage accounts
  • Preparation of all the executive’s tax returns (state, local, federal, gift, etc.) 
  • Detail review of the final tax return with the executive
  • Consultation with the executive throughout the year regarding estate and financial planning transactions
  • Preparation of quarterly tax review and projections
  • Year-end tax planning and projections