Private Client Tax Services for Complex Financial Lives

A complex personal tax return is rarely just a collection of forms.

For high-income and high-net-worth individuals, tax decisions may involve businesses, investments, real estate, multiple states, foreign assets, trusts, retirement planning and significant life or liquidity events. Freyman CPA provides tax compliance and planning for individuals who need more than basic return preparation.

Our role is to understand how the pieces connect, identify issues that deserve attention and coordinate the U.S. tax work with the client’s other professional advisers when appropriate.

When Personal Tax Becomes a Planning Engagement

Complexity can come from wealth, but it can also come from ownership, geography and change. Selling a business, moving states, receiving partnership income, acquiring real estate, working abroad or holding foreign assets can materially change a taxpayer’s filing obligations and planning needs.

Private Client Services

High-income and high-net-worth individual tax compliance

Year-round individual tax planning

Business-owner personal tax coordination

Multi-state individual tax matters

Investment and real-estate tax considerations

Estimated-tax planning

Foreign asset and international reporting considerations

Planning around significant transactions and changes in residency

Coordination with attorneys, investment advisers and other professionals

Planning Around Change

Major financial and personal decisions often have tax consequences that are easier to manage before the transaction occurs. When possible, we encourage clients to involve us before a sale, move, restructuring or other significant event rather than after documents have already been signed.

Frequently Asked Questions

What do you mean by private client tax services?

We use the term for individuals whose tax situations involve significant complexity — such as business ownership, investments, real estate, multiple states, international matters or major transactions — and who may benefit from planning in addition to annual compliance.

Do I need to meet a specific net-worth threshold?

No fixed threshold is stated on this page. Complexity and service needs are more important than a single asset number.

Can you work with my attorney or financial adviser?

Yes. With the client’s authorization, coordination among advisers can be valuable when tax issues overlap with legal, investment, estate or transaction planning.

Do you work with clients remotely?

Yes. TaxProff is structured to work with clients remotely using secure digital systems and scheduled consultations.

Related Services

Work With Freyman CPA

If your personal tax situation has become too complex for a once-a-year relationship, schedule a consultation with Freyman CPA.