Individuals

Our individual services at Beers, Hamerman, Cohen & Burger, P.C. (BHCB) cater to discerning clients who seek comprehensive, sophisticated tax strategies integrated with their business interests and personal wealth management. Our experience extends beyond conventional tax preparation, focusing on the unique needs of high-net-worth individuals and those with intricate financial portfolios. We ensure every aspect of your financial landscape is meticulously managed to optimize your fiscal outcomes and uphold compliance, delivering a caliber of service that supports sustained wealth growth and financial security. Entrust your personal and associated business tax needs to a firm that is dedicated to exceeding the ordinary, with a focus on exceptional outcomes and personalized attention.

Why Choose BHCB for Your Individual Tax Needs?

BHCB delivers sophisticated tax strategies tailored to high-net-worth individuals.

  • Experience in managing intricate financial portfolios and unique tax situations.
  • Focus on optimizing fiscal outcomes while fostering meticulous compliance.
  • Comprehensive services from income tax preparation to strategic tax planning.
  • Personalized attention and dedicated support for sustained wealth growth.

  • 50+

    Experienced down to earth professionals

  • 50/50

    States Serviced

Taxation Services

In addition to working with the individual side of our business clients, we also serve high net worth individuals with sophisticated tax solutions tailored to meet their unique financial needs. Our approach goes beyond traditional tax preparation, focusing on optimizing fiscal outcomes and maintaining compliance with meticulous attention to detail. We offer a caliber of service designed for those who require more than the ordinary, ensuring personalized management of their financial affairs to support sustained wealth growth and security. Entrust your financial needs to a firm committed to excellence and your long-term success.

Income Tax Return Preparation

We provide expert income tax return preparation services tailored to meet the specific financial circumstances of each client. Our approach is thorough and detail-oriented, ensuring that every deduction and credit is utilized to optimize tax outcomes. With a deep understanding of the latest tax regulations and a commitment to precision, we help clients navigate their annual tax obligations efficiently and effectively.

  • Multi-State Tax Returns
    Handling multi-state tax returns requires expert knowledge to navigate the differing tax laws and regulations across states. We provide specialized services to manage and optimize multi-state tax filings, ensuring that clients comply with all applicable state tax obligations while minimizing their tax liabilities.
  • Foreign Income Tax Returns
    For clients with international financial interests, our foreign tax return services are designed to manage global tax obligations effectively. We assist in navigating the intricate landscape of international tax laws, ensuring compliance while optimizing overall tax strategies. Our expertise extends to dealing with foreign income and assets, helping clients maintain a clear and compliant financial profile abroad.
  • Digital Assets
    As digital assets become an increasingly important part of investment portfolios, our tax services adapt to include the complexities of cryptocurrency and other digital financial instruments. We provide up-to-date guidance on reporting and tax implications for digital assets, ensuring that clients are informed and compliant with evolving tax regulations in this rapidly changing area.
Strategic Tax Planning

Our strategic tax planning services are essential for individuals, particularly business owners and high net worth clients, who require nuanced and sophisticated financial strategies. Our services are tailored to proactively manage and optimize tax obligations through comprehensive planning that considers the broader financial picture and future goals. By focusing on innovative tax strategies that maximize savings and minimize liabilities, we ensure that each client’s wealth is not only preserved but also positioned for growth. Our expertise in handling complex financial landscapes makes us a trusted partner for those seeking to enhance their financial success and stability.

Gift Tax Return Preparation

Gift tax return preparation is another area of our expertise, where we offer guidance to ensure compliance and planning. Understanding the implications of gift taxation can be complex, and our knowledgeable team simplifies this process for our clients. We ensure that all gifts are reported accurately, and any potential tax liabilities are minimized, providing peace of mind and financial savvy in managing wealth transfers.

Representation & Advocacy for Individual Tax Matters

Navigating interactions with federal, state, or local taxing authorities can be intimidating for individuals. We provide expert representation and advocacy, ensuring that your rights are upheld, and your interests protected during any tax disputes. Our team is dedicated to effectively managing your individual tax issues, from audits to appeals, making sure your voice is heard throughout the process. With our extensive knowledge and experience in individual tax laws, we work diligently to minimize your obligations and resolve disputes with taxing authorities in a manner that is both efficient and favorable.

Advisory Services

We offer Advisory support tailored to individuals, providing critical assistance in legal matters that require precise financial analysis. Our team of accounting and forensic experts delivers well-supported, evidence-based insights essential for developing strong personal legal cases. We excel in thorough data analysis and clear communication, ensuring all financial evidence is meticulously detailed and effectively presented to all parties involved, including counsel, courts, and law enforcement. This meticulous approach helps safeguard your interests in any legal proceedings.

Estate Tax Advising

Our estate planning and advising services help individuals prepare for the future, ensuring that their assets are protected and passed on according to their wishes. We provide expert advice on how to minimize estate taxes, ensure gift tax compliance, and manage estate valuations, making the process straightforward and compliant with all legal standards.

Litigation Support

Our comprehensive services offer expert financial insights and support in legal matters, family law issues. We ensure clear, authoritative guidance and meticulous attention to detail, helping individuals navigate complex financial situations with confidence and clarity.

Expert Witness Testimony

In legal proceedings where financial expertise is crucial, our expert witness testimony provides authoritative, clear insights into complex financial matters. 

Family Law Support

Our family law support services offer compassionate and detailed financial analysis to assist individuals navigating the complexities of family law issues.

Divorce Litigation Assistance

During divorce proceedings, our divorce litigation assistance ensures that all financial aspects are handled with precision and care.

Our comprehensive suite of assurance services ensures you have the reliable financial information necessary to make informed decisions and build confidence with stakeholders. Contact BHCB today to learn more about how we can support your financial assurance needs.

See Also:

Businesses
Employee Benefit Plans
Trusts
Not For Profits

Swiftly adapting, consistently leading.

If you like what you’ve seen so far, we’d love to hear from you! Reach out to us today and discover how we can work together to achieve your financial goals. Our team is excited to connect with you and provide the exceptional service and expertise that sets BHCB apart.

Email
info@bhcbcpa.com
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