Platinum Service: Individual Tax and Financial Planning
Creative Tax Strategies to Meet Your
Personal Goals
With the ever-increasing complexity of the
tax code, it is vital for entrepreneurs, business owners,
successful executives and their families to employ a personalized
tax strategy designed to minimize obligations. Our tax
specialists combine experience and understanding of the tax
laws with proactive tax planning initiatives. We look for
tax-saving opportunities to increase wealth and optimize your
business position.
We put a Team of Experts on Your
Side
Our professionals consistently enhance their
mastery of all new, complex tax rules and regulations. Diverse
organizations and individuals rely on our tax team for
their depth of knowledge in complex personal and business
tax issues. These capabilities make us a cost-contained alternative
to the large national firms.
Clients are assigned to specialists who get
to know exactly what their goals are, ensuring consistent,
high-caliber service. We also host annual tax seminars, publish
tax alerts, and keep in frequent contact to update clients
on new tax information and how it affects them.
Service Offered
- Income tax preparation
- Tax planning and quarterly estimates
- Retirement planning
- Charitable gift planning
- Estate planning and wealth transfer
- Trust and foundation planning
Perfect Fit, Perfect Focus
If you would like to find out how our specialists can help,
contact Kurt Peterson, MST, Tax Principal at 215-881-8879/kpeterson@grgrp.com
or Marvin Ungar, CPA, Tax Principal at 215-881-8814/ mungar@grgrp.com.
