Untracht Early LLC is widely respected for the services we provide to individuals and their families. When you engage our firm for your estate and family wealth planning needs, you will receive personalized attention from our principals and other professionals. We will work closely with you to address your specific needs and develop a thorough understanding of your personal goals and preferences.

Many aspects of your financial and personal situation can have an impact on your estate planning activities. Our dedicated team will coordinate our strategies with your other advisors – including attorneys, insurance professionals and investment managers – to ensure an integrated approach to your tax and personal needs.

As your accountant, we offer advice and assistance in a broad range of areas, including:

• Sophisticated, proactive tax planning and transaction analysis
• Estate tax minimization and family wealth preservation
• Compensation and stock option planning
• Preparation of tax returns for individuals, trusts and family investment entities
• Trust accounting and administration
• Preparation of estate and gift tax returns
• Highly experienced representation in federal or state tax audits

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Our principals are available to discuss your particular needs. We invite you to contact us to find out how our personalized services can help you meet your financial and business goals.