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Individual Tax

Tax planning and compliance are on a level all their own, requiring careful tracking, due diligence and strategic planning. As businesses grow and wealth increases, relying on a trusted tax professional becomes even more essential.

At ICS, we understand the implications taxes have on financial planning for business owners and individuals. For that reason, our tax professionals specialize in helping our clients identify opportunities to avoid and mitigate unnecessary tax liabilities.

Leveraging a broad and deep understanding of the tax landscape for all individuals, our advisors bring a hands-on approach to client service. We secure thorough understanding of the personal portfolio in order to recommend strategies that will help grow wealth and avoid unnecessary tax burdens. Our advisors work tirelessly for our clients during cyclical tax periods, maintain regular ongoing communication, provide oversight on changing tax regulations and help assure compliance strategies are aligned with long-term planning scenarios.

Our tax planning services include:

  • Preparation of Returns for Individuals
  • Federal, State + Local Tax Consulting + Compliance
  • Transactional Tax Planning + Structuring
  • Estate + Trust Tax Planning
  • Gift Tax Planning
  • Tax Compliance Planning for Charitable Trusts + Private Foundations
  • Tax Credit Compliance
  • Tax Audits
  • Representation Before Tax Authorities
  • International Tax Preparation, Consulting, Planning + Compliance
  • Sophisticated Tax Mitigation + Advanced Planning Strategies
  • Strategic Tax Consulting + Planning