Private Client Tax

Enjoy more of your assets and handle your tax liabilities by working with proactive professionals who can help you achieve your immediate and future financial goals.

Together we’ll create opportunities

Keep more of what you earn by working with professionals who can help you convert changes in the tax environment into new opportunities.

We’re committed to addressing what matters most to you:

  • Reducing income tax
  • Preserving your net worth
  • Managing the wealth you’ve accumulated
  • Interpreting ever-changing tax laws and regulations
  • Tax hikes for high-income earners
  • Capital gains tax rates
  • Transferring wealth to heirs
  • Giving to charities
  • Selling or passing on your business

Experience our client-focused approach

Our tax planning team focuses foremost on you and your family, followed by the entities you may own. You and your loved ones aren’t an afterthought ― you’re who we worry about right from the start.

Private client tax is about proactively guiding you on your financial journey. We use a forward-thinking and personalized approach to planning, one that allows us to take the time to understand your goals and make strategic decisions about your future. Our team offers high-net-worth individuals, families, and their businesses sophisticated and confidential tax strategies.

Private client tax services

Experience the CLA Promise