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Pro-Active Tax Planning...
"William has been a tremendous help to my family in realizing the importance of pro-active tax planning. I give him & his staff the highest possible recommendation as your tax professionals."
-D. Coombs, PhD
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Investment Support
We work closely with investment counsel to develop plans that meet the long-term goals of our clients. For a number of our high net-worth clients, we summarize global investments in a manner that provides for quick review of asset allocation and investments in real estate and securities to determine basis or current valuation. We can also assist clients with complex investment structures by providing personal financial statements and bookkeeping services.