Tax Services for Business Owners & High Net Worth Individuals

Tax Services for Business Owners & High Net Worth Individuals

At FML, we understand that high net worth individuals and business owners have specific needs when it comes to tax planning and compliance. Providing this expert service often requires that we draw upon many of our skills honed within the other practices of FML. For example, our extensive experience in advising business clients with equity-based compensation plans directly applies to our individual clients that receive this type of compensation. We work closely with your investment and legal advisors to provide expert tax advice in areas of equity-based compensation, investments in passive and non-passive activities, appreciating assets such as real estate or family-owned businesses, retirement, wealth management, and more.

Our services may include year-end tax planning, multi-state tax compliance, business succession planning, and representation before federal and state revenue departments. Additionally, we are able to provide tax strategies to individuals and families for whom philanthropy is a critical part of both giving back, and paying the appropriate amount of tax. Beyond tax planning, the professionals at FML also serve as expert compliance advisors. Our proven experience in preparing returns for business owners and executives in Fortune 500 companies bolsters our clients’ peace of mind that their returns are handled expertly, and that they will ultimately pay the minimum federal, state, and gift tax.

Contact FML

Lisa (LaSaracina) Willauer, CPA

Founding Partner, Tax & Advisory Services

Angel Li, CPA

Partner, Tax & Advisory Services

Dana Litwinka, CPA

Director, Tax Services

Vinny Fanelli, CPA

Manager, Tax Services