Tax Services for High-Net-Worth Individuals

Let Us Protect Your Hard-Earned Money and Give You Peace of Mind.

Protecting your assets and understanding intricate tax laws is incredibly important when significant wealth is involved – that’s why we’re here. Don’t spend your precious time struggling with compliance in the ever-changing tax landscape. Finding tax solutions and opportunities that improve your life is our goal and giving you peace of mind is our mission.

Tax Services for Individuals Include:

  • Federal, State, and Local Tax Return Preparation.
  • International Tax Services.
  • Comprehensive Tax Planning.
  • Estate and Trust Tax Return Preparation.
  • Audit representation to the IRS and Other Tax Agencies.

Contact Us for a free initial consultation so you can get to know Whalen CPAs, and we can determine how we can best serve your needs.

Just Need the Basics?

Check out our budget-friendly affiliate, Simplitax, for fast and friendly income tax preparation!

Learn more