Expert Tax Advice for Complex Needs
Certain individuals face particularly challenging tax situations, whether because of breadth and diversity of assets, business ownership, or various multiple revenue streams. For these clients, Mowery & Schoenfeld offers an expert level of advice and planning for their personal wealth management.
Holistic Tax Consulting to Protect & Build Wealth
For individuals who maintain a high net worth, serve as corporate executives, and/or own businesses, Mowery & Schoenfeld serves as a trusted partner to coordinate your complex tax objectives. We’ll talk with you about your specific objectives and formulate a plan that’s customized to you, helping you plan your estate, save for retirement, and work towards your goals.
Because we look at the whole picture of your personal finances—including businesses you own, investments, educational goals, family, estate & gift planning, properties, insurance, philanthropy, retirement—we’re able to tailor strategies that reflect your financial and life goals, as well as minimize the tax implications of those decisions. Our experienced tax professionals offer holistic advice on all your tax questions, including those related to income, estate, trust, cash flow, retirement, insurance, charitable planning, and family planning structures.
Our accountants, lawyers, and investment professionals are here to handle your tax needs as a team—so you can focus on the rest of life and move towards your future goals.
