Column Family Office (CFO) provides a complete array of tax services tailored specifically for the needs of high net worth individuals and families. Understanding tax laws, staying abreast of changes, and finding opportunities takes a full-time commitment. We provide tax services with a keen awareness and command of tax law. Our services provide many benefits to our clients including accuracy, efficiency and value.

Taxes can erase up to half of your income and estate without proper planning. Our seasoned professionals utilize a deep pool of expertise derived from years of formal educational training and decades of proven experience. Many of our advisors were former partners or accomplished tax professionals at Ernst & Young. Our advisors can also evaluate tax planning opportunities that integrate multiple aspects of a client’s overall wealth plan.

Tax Return Preparation

Column Capital provides comprehensive tax services to our clients, including tax return preparation as follows:

  • INDIVIDUAL: Federal, State, and Gift Tax
  • ENTITIES: Trusts, Family Partnership and LLCs, and Private Foundations
  • AUDITS: Representation before the IRS and other tax authorities

*Please Note:  The scope of any investment management, financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client.  Column Capital does not serve as an attorney, accountant, or insurance agent.  Column Capital does not prepare legal documents or tax returns, nor does it sell insurance products.  If the client desires, our affiliated accounting firm can be engaged to provide tax preparation and related consulting services per the terms and conditions of a separate engagement and fee.