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