Private Client Services

Our Approach

Private Client Services at EHTC provides personalized, full-scope tax planning and compliance for high-net-worth individuals, family offices, and business owners navigating complex financial landscapes. We meet you where you are, guide you forward with clarity and care, and collaborate with your existing team of advisors to support your long-term wealth preservation and legacy planning goals.

Unlike traditional tax preparers whose focus is centered around compliance, our PCS team takes a relationship-driven, strategic approach. We work to understand your unique goals and family dynamics, then provide the sophisticated planning and high-touch service you need to protect and transfer wealth across generations.

Private Client Solutions

Tax Planning & Compliance

  • Complex individual and trust tax return preparation

  • Multi-state tax planning and compliance

  • K-1 income from partnerships, S corporations, and trusts

  • Quarterly tax projections and year-end planning

Gift, Estate & Trust Tax Planning

  • Gift tax return preparation

  • Estate tax minimization strategies

  • Trust income tax return preparation

  • Generation-skipping transfer tax planning

  • Charitable giving strategies

Wealth Transfer & Succession Planning

  • Structuring intergenerational wealth transfers

  • Family limited partnerships (FLPs) and LLCs

  • Business succession planning for closely held companies

  • Post-transaction planning and tax optimization

Wealth Management Consulting

  • Collaboration with investment advisors and wealth management teams

  • Portfolio and risk management alignment

  • Retirement planning strategies

  • Philanthropic planning

  • Cash flow and net worth analysis

Why EHTC?

Meet the PCS Team

Jo Gould, CPA

Tax Director

What Our Clients Say About Us

Recent EHTC Insights

Ready to Experience High-Touch Tax and Wealth Planning?

If you're seeking sophisticated tax planning, wealth transfer strategies, and a trusted advisor who understands the complexities of high-net-worth situations, EHTC's Private Client Services team is here to help. We'll work collaboratively with you and your advisors to protect your wealth and secure your legacy.