SUPERCPA℠ Income Tax Planning & Compliance

For high net worth individuals and those with unique tax situations, Battaglini & Company offers comprehensive and forward-looking tax planning and compliance service that are integrated with your overall wealth management plan. We construct tax strategies that address your financial goals efficiently and thoroughly, consider cash flow requirements, and support your retirement, estate and charitable giving plans.

Our individual tax services include:

• Proactive tax planning with multi-year projections
• Preparation of federal, state, and local tax returns & assistance with estimated tax payments
• Strategies designed to help reduce your tax burden
• Tax-sensitive investment approaches
• General tax consultation on business entity planning & other issues