Services
High-Net-Worth Tax Compliance & Reporting
In today’s complex and dynamic tax environment, managing your personal tax obligations with accuracy, foresight, and discretion is essential—not only for preserving wealth but also for meeting regulatory requirements and long-term financial goals.
Our seasoned professionals bring deep technical knowledge and strategic insight to help you navigate the ever-evolving landscape of domestic and international tax rules. We work closely with you and your advisors to manage your personal tax lifecycle—from compliance and reporting to audit defense and dispute resolution. Whether you are managing multi-jurisdictional income, complex investment portfolios, private business interests, or generational wealth transfers, FLSV offers tailored solutions that align with your specific circumstances.
High-Net-Worth Tax Compliance & Reporting Services
- Federal and State Income Tax Compliance
- Estate, Gift, and Generation-Skipping Transfer (GST) Tax Reporting
- Foundations Tax Compliance
- Tax Controversy Support
- Investment and Transaction Tax Planning
- International Tax Reporting
- Notice Resolution and Penalty Abatement
- Philanthropic and Charitable Contribution Planning
Contact Us
West Palm Beach, FL 33401 (561) 567-7900