You've worked hard to build wealth. We help you keep more of it.
We’re thinking about tax planning 365 days a year because successful tax planning is not a once a year event. It is often a complex, continuous and dynamic process. Just as your financial plan is unique to you, so is planning for your taxes. We help you keep more of what you earn, optimize the value of your investments and charitable gifts, and recommend strategies that are aligned with your financial plan.
Tax Planning Specialists
No tax demand is too unique.
In addition to our dedicated team of CPAs, Enrolled Agents, and tax professionals, many of our wealth advisors and business managers are CPAs, attorneys, or have advanced tax degrees. Our clients have distinct needs that often require specialized tax planning and advice. For instance, we help executives understand when and how to exercise stock options and other equity incentives, provide pre-liquidity tax planning for business owners who are selling a business, consider multi-state and international tax issues that arise for our entertainment and athlete clients, and help to optimize charitable gifts and wealth transfers to future generations for many of our clients.
Whatever your situation, we have the expertise to provide the specialized advice you require.
Businesses and Non-Profits
Proactive, year-round planning to help minimize tax burdens.
Our tax professionals work proactively year-round with business and non-profit organizations identifying key tax planning opportunities that help minimize taxes today and in the future. We provide tax planning and return preparation, domestic and international tax planning, local and multi-state tax compliance, and IRS and state audit representation.
Meet Some of Our Specialists
Justin Gilmartin, JD
Managing Director, Tax Services
As the Managing Director of Tax Services at The Colony Group, Justin leads a team that prepares over 3,000 individual, trust, entity, and foundation tax returns annually. Justin...
Sean Kelly, CPA, MST, MPFP, MSM
Director, Tax Services
Sean is a Director, Tax Services at The Colony Group specializing in tax planning strategy, as well as preparation of individual, trust,...
Heather M. Anthony, CPA
Senior Manager, Tax Services
As a Senior Manager, Tax Services, Heather is responsible for managing the tax department as well as tax preparation and...
Tax Planning Insights
Have a unique tax-related question?
Our team is ready to discuss any tax planning need, simple or complex.