Real Estate Businesses

O’Brien and Panchuk provides accurate and timely preparation of individual tax returns for high-net-worth individuals and families. We go further than just filling out and e-filing tax returns by examining the details of each client’s particular circumstances in order to determine the best strategy for their situation. For example, the income tax situation for an individual who is a few years away from retirement and needs to adjust his portfolio will be very different from that of an individual who is retired and drawing on her investments to fund living expenses.

It will also be different from an individual who is still working and has significant liquid assets and investment income from a managed account. Since the income tax strategies for each of these scenarios will be different, we’ll provide customized tax planning services that are appropriate to each situation — with the goal of creating strategies designed to meet each individual’s short- and long-term objectives.