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Atlanta.Tax offers customized tax planning and strategies, as well as tax return preparation, for high-net worth individuals, service-based business owners, and executors/trustees. We work with clients in the following situations:

  1. High-net worth and high-earning individuals, who work closely and regularly with their financial advisor, looking for timely, tailored, and collaborative tax strategies.
  2. Owners of established and growing service-based businesses (such as law firms, marketing firms, therapists/counselors, IT consulting firms, and consultants/service-providers in other fields), that work closely and regularly with their accountant/bookkeeper, looking for education and strategies for their specific tax situation.
  3. Executors and trustees who are working closely with legal and financial advisors and need help managing the tax implications of an estate or trust, and financial powers of attorney who are overseeing the finances of loved ones.

If this sounds like you, please complete the form below in full so we can gather meaningful information to make our initial discussion more productive. Once we review your answers, we will reach out to schedule a call with you.

If referral, please list the name of the person who referred you, so that we may thank them.