Tax Services

Through Landmark Tax Advisors LLC and our affiliate, CTBK LLP, we are able to provide a broad spectrum of personal tax return compliance services, pass-through and business entities which include: business and fiduciary tax return compliance, and tax consulting services. The link between our firms results in a tax-advantaged investment plan. In an environment of complicated and ever-changing tax laws and tax rates, the importance of a tax-integrated approach to personal wealth management cannot be stressed enough. We are also able to coordinate with our existing clients outside tax advisors to provide them with the optimal after-tax results.

Landmark Tax Advisors, our tax consulting entity, provides tax services to high-net worth individuals, small business owners, and professionals. Services include: