- Income tax returns for individuals, trusts & estates, and foundations
- Tax planning and consulting
- Individual tax preparation for expatriates and global employer tax return services
- Preparation of private foundation accounting and annual tax returns
- Estate and gift tax returns
- Estate planning
- Tax controversy representation
As a top-tier individual tax firm, Untracht Early is dedicated to protecting your individual wealth by delivering pivotal insights that help you meet tax challenges and take advantage of tax opportunities.
Fundamental & Conistent
Since our inception, individual tax services have been at the core of our practice. We understand that effective tax planning is key to an individual’s financial well-being. Unlike other firms with our resources and breadth of experience, as we have grown, we have maintained an uncommon focus on individual tax services. We maintain this focus because it directly affects our clients in a way that other service lines don't. This belief drives our exceptional attention to detail and the high quality of service we deliver.
Current & Communicative
We get to know you, your family, and your investments, crafting customized tax strategies to meet your financial needs. By building a close working relationship with you and becoming your trusted advisors, we are able to gain an in-depth understanding of your particular situation. This approach allows us to implement the most effective individual tax strategies for you. Our experts keep you apprised of any tax law or regulatory changes so that your short- and long-term tax strategies are optimized and you have timely answers to the tax issues you face.
Meet Our Team
The caliber of high net worth individuals we work with and the complexity of the individual tax work we do for them is uncommon for a firm our size. We’re hired not only because of our proactive tax planning but also because they value our ability to identify potential audit risks, advise them on those risks, and plan accordingly so that they’re prepared for whatever may arise in the future. Keeping that full picture in mind, we are best able to position our clients for the most tax advantageous outcomes while giving them peace of mind.”
I enjoy being the quarterback between our firm and our clients’ full advisory team. Particularly when working with our individual tax clients, it’s imperative that we don’t work in a bubble but hear from and work with the client’s other advisors so that, together, we’re working for that client’s ultimate benefit.