Wealth Preservation

Personal Tax

At Porzio we understand that when it comes to the planning and preparation of income taxes, our clients expect excellent client service, efficient turnaround times, and high-quality work products. Porzio's experienced tax team works with high net worth individuals and closely held business owners on strategies to minimize tax burdens and facilitate tax benefits by ensuring that clients have access to all available estate and income tax planning strategies. Our team includes dedicated tax professionals who strive to exceed each clients' expectations. Our attorneys are also Certified Public Accountants and hold LL.M degrees in taxation.

We help clients navigate all aspects of personal income tax preparation and planning including:

  • Yearly federal and state tax preparation for individuals including gift tax returns. 
  • Personal income tax strategy and planning
  • Retirement planning
  • Fiduciary Tax and administration
  • Foundation management

Client Resources

  1. Send Your Information Securely via Share Safe
  2. Methods for Paying Your Taxes
  3. New Client Tax Portal
  4. Porzio Payment Portal
  5. Individual Fraud Protection from Porzio Compliance Services

Individual Federal and State Payment Links

Recent Tax News

  1. Build Back Better Act

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