Individual and High Net Worth Tax Services

individual tax planning

Tax complexity is simply a fact of life. Fortunately, FJV has the experience and integrity to cut through the complexity making it faster, easier, and less painful to manage your individual taxes. From basic tax planning to measuring the impact of tax reform and international estate planning, FJV has the expertise to help you and your family.

Acting as your trusted personal advocate and offering a balanced, hands-on approach, FJV will help you establish a tax plan that meets your needs and then carry out the plan with tenacious attention to detail.

To create a comprehensive plan, we consider your estate plans, trust plans, and any charitable or philanthropic interests as part of your integrated tax strategy. In addition, we coordinate your tax planning strategy with other personal wealth services, such as wealth management, investment management, and business succession planning, as your needs dictate.

The personal tax planning and compliance process evaluates income from your holdings and investments to develop a strategy to minimize the income tax you pay. As part of this strategy, the personal tax advisors will consider your:

Tax planning and consulting services include:

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Let FJV be your competitive advantage. Call 800-685-2324 now or request a free consultation online to learn more about our individual and high net worth tax services.