“The hardest thing in the world to understand is the income tax.”
- Albert Einstein
Did you know that…
In 2009, H & R Block found mistakes in 4 out of 5 tax returns.
The problem is, the chain tax planners are responsible for many of these errors.
There is a big difference between a tax preparer and a licensed CPA.
With Elysien Private Wealth you have a team of advisors and CPAs for tax reviews, preperation and planning
Tax Planning & Preparation
Understanding and implementing an efficient tax planning strategy that can encompass your entire financial picture can be a daunting task for any individual, foundation, trust or business. At Elysien Private Wealth, we work with licensed CPAs, tax attorneys, accountants and other tax professionals, in order to guarantee that our clients have the most sophisticated, financially secure tax planning foundation for their unique situation.
Our revolutionary wealth management technology allows us to incorporate your tax planning needs with your other wealth management strategies. This system allows us to integrate your needs with those of your other professional advisors 24 hours a day, 7 days a week, from any location in the world, through your secure online vault.
The differences in tax planning for businesses, individuals, trusts or foundations require expertise in tax law and investment planning. Each of these situations require different methods of accounting procedures and varied investment strategies in order to properly harvest the best tax solutions available. While our clients’ tax planning needs may vary, our commitment to our clients’ financial well being does not. Every client who utilizes our tax advisory services will recieve common sense, unbiased and independent tax planning and advisory services.
Elysien Private Wealth will handle the following tax management strategies for clients:
- Personal income tax preparation & filing
- Business income tax preparation & filing
- Forensic income tax return evaluation
- Investment tax loss harvesting strategies
- Tax return 2nd opinion services
- Estate tax evaluation & recommendations
- Investment taxation strategies for foundations & endowments
- Investment taxation strategies for not-for-profit organizations
- Concentrated stock & equity tax planning & evaluation
- Tax planning & evaluation for private & family trusts
- Financial statement preparation for small businesses