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Proactive Approach
Harb, Levy & Weilands' tax services for individuals, partnerships and corporations encompass a full range of compliance and consulting services. Our professionals are highly trained and current on the latest tax legislation and accounting practices. We take a proactive approach to assisting our clients with strategies to minimize tax liabilities, increase tax benefits, plan for retirement and manage investments including securities transactions and options planning.
Core Tax Services:
HLWs' core tax services include personal and family business tax planning, wealth transfer, trusts and estates, real estate acquisitions, like-kind exchanges, property taxes, and return preparation services including federal, multi-state and local taxes. We work with individuals to develop a comprehensive understanding of their tax situation and tailor strategies for their unique needs and objectives.
Securities Industry
We also specialize in tax services for the Securities Industry including tax planning and consultations for securities transactions, structuring legal entities and deal flow, preparation of partnership income tax returns including annual K-1s, investment advisor tax return preparation and calculation of allocations, and compliance regarding offshore fee deferrals.
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