Pathstone utilizes the most innovative technology available for tax preparation and research to maximize efficiency and accuracy. Our seasoned team is versed in all the complexities facing ultra-high net worth families, their entities and their investment enterprises in all 50 states. Our approach is designed to create a smooth compliance process, adhering to best practices around communication and deadlines.

Services:

  • Tax Returns for Individuals, Trusts, Partnerships, Corporations, Foundations and Estate/Gift
  • Estimated Tax Projections
  • Tax Basis Maintenance
  • Tax Controversy Resolution
  • Amended Returns & Refunds
  • Sales & Use Tax Returns
  • Personal Property Tax Returns