Tax Planning & Preparation
With considerable wealth comes a greater need to partner with tax experts who can navigate the ever-changing landscape of tax policy. Fairman’s tax team looks at your wealth holistically to identify strategies available for your situation.
Our team of tax advisors help you manage taxes and plan for the future
We provide proactive, strategic planning to minimize taxes and analyze the tax implications of various financial decisions. We can also assist with federal, state and local tax return preparation for individuals, trusts and other entities.
We keep abreast of critical tax laws changes to determine how they impact your unique situation. Also, we can act as a liaison with tax authorities and assist with responding to audits, notices and other requests.
How can we help?
Year-Round Tax Planning
Providing proactive multi-year planning to minimize your tax burden
Tax Return Preparation/Review
Preparing and reviewing federal, state and local tax returns and determining quarterly payment requirements
Liaison with Tax Authorities
Responding to notices and other tax authority requests. Representing clients in tax matters
Would you like to learn more?
Get the most out of your finances—and your life—with wealth management that sees the full picture.
