Most business owners and high net worth individuals focus their attention on finding ways to increase revenue, streamline operations, enhance profits, and drive overall growth. When time is set aside to address tax optimization and planning, the focus is often on the needs and opportunities of the enterprise(s). While tax management is essential to the financial vitality of any business, attention must be directed toward individual taxes as well. Everyone involved in one or multiple LLCs, S-corporations, C-corporations, or partnerships, should be proactively managing their taxes to take advantage of opportunities throughout the year. Unfortunately, this all too often falls to the bottom of the list because owners often lack the time, expertise and/or resources to stay ahead of the curve.

  • Your Solution – Klatzkin

    Our team of tax professionals has years of experience advising business owners and high net worth individuals on optimizing their tax situation. We work with individuals in Lower Bucks County, Pennsylvania and across New Jersey to develop, implement, and manage their tax planning strategy. From federal and state tax compliance to estate and trust issues, our professionals stand ready to assist you.

  • Our Individual Tax Services

    • Preparation of federal and state tax returns
    • Tax planning
    • IRS & taxing authorities’ representation
    • Preparation of gift and estate tax returns
    • Analysis of tax consequences of transactions to achieve the best after-tax results
    • Estate and retirement planning
    • Estate plan review
    • Trustee and executor support services
    • College and other milestone planning
  • Let Us Help You Move Forward

    No one wants to pay more in taxes than they are obligated. For this reason, it’s important to work with an advisor that takes a 360-degree view of your tax exposure and provides the best advice possible. If you are looking for assistance with individual taxes or need a fresh set of eyes to guide efforts, Klatzkin can help. 


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