High Net Worth Individual Tax
Preparing your tax returns for the best possible outcome
Whether you are trying to minimize tax surprises, file your returns, or solve a past or current tax issue, our team of professionals will come up with a solution to provide you peace of mind.
We understand that most people only focus on their taxes once a year, which is why we stay on top of best tax practices to provide strategy to our clients throughout the year – strategy that helps them achieve their financial goals, plan successfully for retirement, and protect assets in trusts and estates.
Our tax preparation team has several decades of experience preparing a variety of federal, state, local and complex multi-state tax returns, including those for business owners of pass-through entities. We guide you through the tax planning and filing decisions that work best for you and your loved ones.
Our high net worth tax services include:
- Estate planning
- Federal tax
- Income tax accounting
- Retirement planning
- State & local tax
- Tax dispute resolution
- Tax planning
- Trusts & estates tax
Protecting Family Assets for Generations
30 years ago, one of our founders was introduced to the owner of a local business by a bonding agent. The owner was worried about maintaining his assets in the company, and after speaking with one of our founders, was sure that Lanigan Ryan could guide him through the estate planning process.