Individual & Family Taxes
Your tax team at Guardian is comprised of CPAs & degreed associates working in tandem to ensure we always go beyond the status quo of simply gathering documents & filling out tax forms. With increasingly complex tax codes, we use our extensive education & experience to help guide you towards a proactive approach to your tax strategy - a strategy that reflects your life and helps preserve your wealth.
Personalized taxes you can feel confident in.
Personal Tax SERVICES
Customized tax solutions as unique as you are
We leverage a holistic planning approach to create custom tax solutions that consider the intricacies of personal tax — family office, estate & international tax regulations. Most importantly, we have a round table process of CPA & partner review to ensure you comply with all tax regulations while minimizing your burden & helping you meet your goals for the future.
Federal & State Tax Preparation
Advanced Charitable Contribution Strategy
Estate & Gift Tax Strategies
Stock Option & Compensation Strategy
Tax Deferral Strategies & Reporting
Inpatriate Tax Support
Expatriate & International Taxation
IRS & Tax Audit Support
Coordination With Internal & External Advisors
Timely Advice On Tax Law Changes
GUARDIAN CLIENT EXPERIENCE
As with all of our relationships at Guardian, you can always expect a consistent, high-touch client tax experience. Our process begins with a consultation, strategy & goal setting session. From there, we upload your forms. One of our dedicated Tax Associates will review your forms and follow-up to discuss strategy and planning. Your associate will then begin to prepare your federal & state taxes (if applicable). Your dedicated CPA will review your documents, and once approved, a partner will further review your documents. Once the third review is completed, we will set a meeting with you to review your final return. We will then file your returns delivering copies to you.
Our tax process begins & ends with relationship.
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Get to know Us
‘I have been in this business for 4 decades! I am a Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, Chartered Global Management Accountant and Accredited Estate Planner. I am a dog lover, daily exerciser, and skier, and my favorite dessert is cheesecake.’
