We provide personal tax planning services to high net worth individuals and professionals to lessen the burden and stress that can reduce personal and professional productivity. Our comprehensive tax planning and management methods support individuals and professionals to minimize tax liabilities while still contributing to the national exchequer.

Our tax planning services include:

  • Tax liability identification and minimization
  • Mid-year tax planning
  • Annual tax forecasting

THIS IS WHAT OUR CLIENTS HAVE TO SAY​

Mariam and her team work hard to ensure that I am taking advantage of all of the deductions that I am entitled to. They are always available throughout the year for tax planning and to answer my questions. They are a pleasure to work with!
Michael Doepke
Mariam and her team work hard to ensure that I am taking advantage of all of the deductions that I am entitled to. They are always available throughout the year for tax planning and to answer my questions. They are a pleasure to work with!
Michael Doepke