TAX & ADVISORY FOR FAMILIES & INDIVIDUALS
Seiler LLP’s tax professionals have served the unique needs of affluent families and individuals for more than five decades.
We provide comprehensive tax and compliance services for local, national and international clients and specialize in engagements that are complex and multi-faceted. Our tax solutions are sophisticated and proactive in nature, designed to consider our clients’ current circumstances and to lay the groundwork for the years ahead. Our goals are to identify opportunities, minimize tax liability, mitigate risk and provide the advice clients need to make smart decisions, not only for the present, but also for future generations.
Many of our clients own closely held businesses or hold senior positions in public or private companies. They may also be a part of a multi-generational family, have varied philanthropic interests and diverse financial interests. As a full-service firm, we are able to provide a wide array of services that complement our tax planning and advisory offerings. Our tax professionals work closely with our other practice teams, such as real estate, Family Office or trust and estates, to understand the breadth of our clients’ goals and
to provide fully integrated services to meet those objectives.
Each of our engagements receives consistent hands-on partner involvement throughout the year. We employ a tiered approach, bringing in the optimal professionals at the right time, resulting in cost savings and efficiencies to our clients. We also ensure that a knowledgeable partner or manager is available at all times, that project timelines are managed proactively and that requests for information and services handled in a timely manner.
Family and Individual Tax Services
- Tax consulting and compliance
- Trust, estate and gift advisory
- Philanthropic planning
- Retirement and succession planning
- Real estate advisory
- Stock compensation management