High-Net-Worth Individual Tax Services

Wealth creates opportunity, but it also creates tax complexity.

Freyman CPA works with individuals whose returns involve more than wages and a brokerage statement. Business interests, partnerships, real estate, investment income, multiple states, foreign assets and major transactions can create overlapping reporting and planning issues.

We provide U.S. tax compliance and planning with an emphasis on organization, forward planning and coordination across the client’s financial life.

Complex Returns Require Context

A technically correct return is essential, but the return should also reflect an understanding of the transactions and structures behind it. We look beyond isolated forms to understand ownership interests, income sources, state exposure, foreign reporting and events that may affect future tax years.

Areas of Focus

Complex federal and state individual income tax returns

Pass-through income from partnerships and S corporations

Investment and capital-gain planning

Real-estate activity and transactions

Multi-state filing and residency issues

Estimated-tax and withholding planning

Foreign financial assets and international reporting

Coordination around significant sales, liquidity events and restructurings

Collaboration with the client's legal, investment and other advisers

Multi-State and International Complexity

High-net-worth taxpayers are often mobile. Owning property, conducting business, changing domicile or spending substantial time in another jurisdiction can create additional filing questions. International holdings can add separate U.S. reporting obligations. We help organize the U.S. side of those issues and coordinate with other advisers where appropriate.

Planning Before a Major Transaction

A business sale, large capital gain, relocation or other major transaction should trigger a tax conversation before the event when possible. Advance planning allows the tax consequences, estimated payments and reporting requirements to be considered while options may still be available.

Frequently Asked Questions

Do you provide investment management?

No. Freyman CPA provides tax services. We can coordinate tax considerations with a client’s investment adviser but do not present this page as investment-management advice.

Can you handle K-1s from multiple businesses or partnerships?

Yes, complex pass-through reporting can be part of a private-client tax engagement, subject to review of the client’s specific situation.

Can you help with foreign accounts and assets?

Yes, we can evaluate U.S. tax and information-reporting requirements associated with foreign financial accounts and assets. Separate filings may apply depending on the facts.

Can you help before I sell a business or investment?

Yes. Pre-transaction tax planning is generally more useful than reviewing the tax consequences only after a transaction has closed.

Related Services

Work With Freyman CPA

For complex personal tax matters that require more than annual preparation, schedule a private-client consultation with Freyman CPA.