Private Client Tax Services

PERSONAL TAX CONSULTANTS THAT DELIVER CUSTOMIZED TAX STRATEGIES

Paying income taxes is a certainty in life, but you can better manage the process by having appropriate plans in place. Whether your personal tax challenge is cash flow planning, long-term wealth, or financial planning, it’s important for you and your family to have short and long-term financial goals. In order to reach those goals, you need a comprehensive plan designed around your specific tax situation.

Flexible tax strategies and customized plans from Sikich’s personal tax consultants help high-wealth individuals minimize their tax exposure and position themselves for financial success. Our consultants coordinate all aspects of your overall financial plan and individual tax strategy for comprehensive solutions that help you meet your goals.

Any tax advisor can plug your numbers into a system and generate a one-size-fits-all tax plan. But those systems can’t provide you with creative, comprehensive consulting and planning advice based on your unique needs and goals. At Sikich, we take into consideration all of your specific financial, personal, and economic variables, then we work to create a plan that is tailored to the current and future needs of you and your family.

Private Client Tax Solutions and Strategies

Personal Tax Services

Individual income taxes can be a complicated maze of ever-changing rules making it harder than ever to maximize financial growth and minimize tax burdens. Any new development has the potential to create confusion or add a level of complexity to your taxes that can dramatically affect your financial situation.

Our personal tax consultants help ensure that you are taking full advantage of the tax deductions, credits and planning strategies available to you. From developing and implementing year-round income tax planning strategies to tax return preparation and representation to tax authorities, keep your financial strategies intact by working with Sikich’s tax consultants.

Estate, Gift, Trust and Charitable Planning

Whether your goal is to minimize estate and gift taxes, address succession planning issues, or maximize the income and estate tax advantages of charitable giving, estate planning is essential to securing a thriving future. We know it’s a difficult subject to talk about, but families that do not have an adequate estate plan in place can experience financial devastation.

Preserve your hard-earned assets and protect your family for generations to come by walking through the estate planning process with a Sikich professional. You will receive a comprehensive, personalized plan that will allow you to make educated decisions about the future of your estate – a benefit that will keep your family secure for years.

Succession Planning

As a business owner, you likely face a number of daily challenges, but what about your company’s future? How will you set the company up for continued success? It’s a delicate topic, but succession planning is vital to the continued success of your company. Without a succession plan in place, your business is at risk of losing everything that you worked hard to achieve.

Passing your business on may be the biggest financial event of your life – so don’t wait. Commit to succession planning and let Sikich do the work for you. You will receive a customized roadmap that will help you to maximize the amount of money received during a sale or transfer and minimize taxes at the same time.

Quick Path

PERSONAL TAX CONSULTANTS THAT DELIVER CUSTOMIZED TAX STRATEGIES

Private Client Tax Solutions and Strategies

Personal Tax Services

Estate, Gift, Trust and Charitable Planning

Succession Planning

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