Individual Services: Tax Planning and Consulting Services

Your financial goals are unique. Whether you need help planning your estate or for your retirement, want to minimize your tax liability and protect your assets, or need your tax return prepared, Samet offers personal tax and financial consulting services you can rely on. We de-mystify the complexities of tax law, estate/gift planning and retirement planning, offering sound advice to help you integrate your tax strategies with your overall financial planning.

Working with you and your investment manager, we can offer year-round guidance on the best tax strategy for major life decisions such as the sale of a home, cashing in stock-options, gifting to children or grandchildren, or the creation of a legacy plan or foundation.

We are committed to providing you with information to help you make wise tax and financial decisions. See our Helpful Resources for tax forms and publications, interactive financial calculators, and other tools.

Our personal financial services include

  • Tax Planning and Preparation
  • Income tax planning and compliance
  • Estate, trust, gift, and charitable planning and compliance
  • Family office services
  • US compliance advisory services for international clients
  • Consultation on investment strategies – stock options, 1031 exchanges
  • IRS audit support and representation
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