Our team of highly skilled tax attorneys and accounting professionals have structured unique tax-planning strategies tailored to our clients’ business and personal situations.
With our income tax services, you will have access to a complete capital preservation report specially tailored for your specific needs, including:
How our tax team works for you:
All you need to provide us with are the last two years’ business and personal tax returns, and answer a few questions. In turn, our tax team will:
They have worked with organizations across many industries including:
Contact our Benefit / Captive team today to schedule a no-cost, no-obligation consultation.
***Must be at least 55 yrs old with a minimum $250k in current investments
Advisory services offered through Madison Avenue Securities LLC (MAS), a Registered Investment Advisor; MAS and PFS Wealth Management Group are not affiliated companies. MAS does not provide legal and tax advice. Seek competent legal and tax counsel for your specific needs.