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Individual Tax Planning

Our Approach

Business owners and high-net-worth individuals often come to us hoping to reduce their tax burden. To make that happen, we need to know what you have in mind for your company, your family and yourself. Armed with this information, we can carefully coordinate your individual tax planning with your retirement, estate and financial strategy.

While we ensure you comply fully with the myriad tax filing requirements, our job is not merely filling out tax forms. Rather, our income tax services experts help you understand the impact of the complicated tax rules—and we do that in plain English.  At the heart of our work is finding that delicate balance between “not paying tax before it is due” and avoiding unnecessary penalties. As things change, in your business and your life, we help you adjust your tax planning accordingly.


Clients, business contacts and referral sources know that we will always provide the highest level of personal tax accounting services to ensure you meet your goals, both personal and professional.

Individual, Estate and Trust Services
In addition to our corporate tax experts, Armanino has an experienced group of professionals who specialize in individual, estate and trust services including:

  • Income tax planning and preparation (e.g., federal and state returns)
  • Charitable tax planning
  • Estate, gift and trust tax planning and return preparation
  • Generation-skipping transfer (GST) tax planning
  • Charitable remainder trust (CRT) planning
  • Planning for stock options and restricted stock units (RSUs)
  • Planning for alternative minimum tax (AMT)
  • Coordinating with other trusted advisors (e.g., attorneys, insurance consultants, etc.)

Corporate Executive Services
Our team understands that entrepreneurial executives need help reaching their estate, gift and philanthropic goals, which is why we provide the following services:

  • Business succession planning
  • Stock diversification planning and compensation planning
  • Stock option training for executives and their employees
  • Outsourced accounting and bookkeeping services
  • Understanding and planning with AMT

International Tax Services
Whether you’re an individual who has a foreign source of income, who has employees working outside their “home” country or who is planning to work/reside outside of the U.S., we can help alleviate your tax concerns. LEARN MORE »

Family Office Services
We have more than 35 years of experience advising wealthy individuals and families with more than $50M in liquid assets on how to manage their day-to-day financial, investment and family concerns. LEARN MORE »


Practice Leaders

Brad Cless


John Brychel


Mark Baumohl


John Karls


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