Family Wealth Services - Private Client Tax Services
At Marcum, we treat every client, from the largest of publicly traded companies to family owned businesses to individuals, as our most important client. Marcum has been helping individuals succeed by providing timely, proactive and effective professional services including:
Monitor and recommend practical solutions for tax planning purposes, including mulit-year tax planning
Gather all relevant tax and financial information for quarterly estimates, extensions and tax returns
Advise structures for business liability, tax planning and compliance purposes (i.e., limited partnerships, limited liability companies, S and C corporations, charitable entities)
Prepare federal, state and local income tax returns for individuals and entities
Prepare required US reporting information for foreign transactions
Our experienced tax professionals are skilled at addressing all levels of complexity with respect to the preparation of business, fiduciary and individual tax returns and related filings. We pride ourselves on delivering proactive tax planning and year-round client service.