Tax Services

Our team of experienced tax professionals will work with you to address all of your tax needs, from preparing your tax returns to designing proactive tax strategies to minimize your taxes and maximize your wealth. Our goal is to fully integrate our tax services with our clients’ wealth management and financial plans.

Tax Prep

 Tax Return Preparation and Compliance

Our professionals are here to help you with all of your tax preparation needs. This includes preparation of individual income tax returns, estate and gift tax returns, as well as various entity returns.

  • Individual Income Tax Returns
  • Trust Income Tax Returns
  • Partnership Tax Returns
  • S Corporation Tax Returns
  • Non-Profit Tax Returns
  • Gift Tax Returns
  • Estate Tax Returns

Empirical can also address any IRS inquiries, examinations or audits on your behalf.

Consulting and Planning

Tax Planning and Consulting

Comprehensive tax services include more than just the preparation of your tax return. At Empirical Wealth Management, our integrated service model takes into account your entire financial situation to provide proactive tax solutions involving a number of different tax minimization strategies. These include:

  • Quarterly tax projections and scenario modeling
  • Roth conversion analysis
  • Net investment income tax planning
  • Executive compensation planning
  • Charitable planning
  • Retirement planning
Estate Planning

Estate and Gift Tax Planning

A basic estate plan includes a Will or Living Trust, General and Medical Powers of Attorney, and an Advanced Health Care Directive. In addition to these basic estate planning documents, we help our clients utilize techniques to minimize our clients’ estate and gift taxes while maximizing the amount of assets that they are able to pass on to their heirs. The main goal of estate planning isn’t simply reducing taxes. That’s why we develop strategies that not only reduce our clients’ taxes, but also take into account their overall estate planning goals. Strategies include:

  • General gift planning
  • Discounting techniques
  • Life insurance planning
  • Charitable gift planning