HIGH NET WORTH INDIVIDUALS
IDEAS WITH RETURN ON INVESTMENT
How is Seidel Schroeder different?
We are passionate about maximizing tax efficiency. Simply put, how do we help you pay the least amount of tax on the greatest amount of profit? We believe this is most effectively done by collaborating with your team of advisors, which typically includes attorneys, bankers, insurance agents and financial planners. We also understand the vital importance of continuity. Our firm has been in business for over 50 years and is now on its third generation of ownership. Your financial landscape is continually evolving. At Seidel Schroeder, our team will craft tailored strategies to ensure your continued success.
What we can do for you
- Preparation of all tax returns including corporate, partnership, fiduciary and personal filings
- Estate and trust tax planning and compliance
- Entity structure and integrated planning designed to maximize efficiencies
- Donor advised fund/private foundation management
- Personal financial statements
HIGH NET WORTH PRACTICE LEADERS
SCHEDULE A TAX CONSULTATION
WE ARE HERE TO ASSIST. CONTACT US BY PHONE, EMAIL OR VIA OUR SOCIAL MEDIA CHANNELS..