A solid personal tax strategy is integral to achieving your financial goals. Saga Taxes team of experienced professionals is committed to helping you explore tax-saving opportunities in order to successfully maximize your tax position and retain more of your hard-earned wealth.
Services that we provide to our individual clients include, but are not limited to:
- Federal income tax preparation
- State and local income tax preparation
- Representation before federal and state taxing authorities
- Income tax consulting, planning and structuring
- Gift tax return preparation
- Coordination with estate and gift planning advisers
- Analysis of the tax aspects of your investments
- Charitable giving strategies
- Outsourced family office services
- Personal financial statement preparation
- Tax projections & cash forecasts
- Compliance related to offshore investments
- Multi-state taxation