Tax Services for High-Net-Worth Individuals
Let Us Protect Your Hard-Earned Money and Give You Peace of Mind.
Protecting your assets and understanding intricate tax laws is incredibly important when significant wealth is involved – that’s why we’re here. Don’t spend your precious time struggling with compliance in the ever-changing tax landscape. Finding tax solutions and opportunities that improve your life is our goal and giving you peace of mind is our mission.
Tax Services for Individuals Include:
- Federal, State, and Local Tax Return Preparation.
- International Tax Services.
- Comprehensive Tax Planning.
- Estate and Trust Tax Return Preparation.
- Audit representation to the IRS and Other Tax Agencies.
Contact Us for a free initial consultation so you can get to know Whalen CPAs, and we can determine how we can best serve your needs.
Just Need the Basics?
Check out our budget-friendly affiliate, Simplitax, for fast and friendly income tax preparation!