Leverage our in-house team of experts to handle all aspects of your required tax filings.
Pathstone utilizes the most innovative technology available for tax preparation and research to maximize efficiency and accuracy. Our seasoned team is versed in all the complexities facing ultra-high net worth families, their entities and their investment enterprises in all 50 states. Our approach is designed to create a smooth compliance process, adhering to best practices around communication and deadlines.
- Tax Returns for Individuals, Trusts, Partnerships, Corporations, Foundations and Estate/Gift
- Estimated Tax Projections
- Tax Basis Maintenance
- Tax Controversy Resolution
- Amended Returns & Refunds
- Sales & Use Tax Returns
- Personal Property Tax Returns
Families & Individuals services