Individual & Family Tax Services

AAFCPAs works with clients to minimize their tax burden by leveraging legal tax strategies and taking advantage of available deductions, credits, and exemptions. Some strategies include stock option planning, planning for estimated tax payments, and minimizing the net investment tax.

We work with clients who are concerned about preserving and growing their wealth for future generations. We employ strategies to protect assets, optimize investment portfolios, and maximize returns while minimizing tax implications.

Wealth expands opportunities. It also expands your need for advisors who keep the full extent of your financial life in order while valuing your trust and confidence above all else. AAF Wealth Management, an affiliate of AAFCPAs, leverages comprehensive financial planning, investment expertise, and commitment to the highest ethical standards to help clients truly enjoy their financial freedom.

High net worth individuals may face greater scrutiny from tax authorities due to the complexity and size of their financial affairs. We help ensure compliance with tax laws and regulations to avoid penalties, audits, or legal issues. We also keep clients informed about changes in tax laws and regulations that may impact their financial planning. We then adapt strategies to take advantage of new opportunities or incentives as appropriate.

Many people engage in philanthropic activities and charitable giving. AAFCPAs helps clients optimize charitable deductions, establish charitable foundations, and structure donations in a tax-efficient manner.

We employ strategies for business owners and those involved in entrepreneurial ventures to minimize tax liabilities related to business income, capital gains, and transitions such as business succession or sale. AAFCPAs’ multi-disciplinary Business Transaction Advisory team has 50 years of experience advising businesses managing and executing buy-side, sell-side, and internal transactions.