R&G Brenner Services for High Net Worth Taxpayers

New York has one of the highest concentrations of high net worth individuals – usually defined as people with at least one million dollars worth of investable financial assets (not counting their home) – in the world. Therefore, it can come as no surprise that R&G Brenner – one of New York’s most reputable tax preparation firms – has a special division set up specifically to deal with high net worth people. Known as Premier Tax Service, the program is the focus of a specific division of R&G Brenner experts. Generally speaking, high net worth individuals have complex tax situations that require true experts to handle properly. This is the service that R&G Brenner’s Premier Tax Services provides to its clients.

R&G Brenner’s Premier Tax Service team is composed of ten individual experts, each of which has his or her own areas of expertise and experience. Clients of R&G Brenner’s Premier Tax Service can contact these experts as needed over the telephone, through video conferencing, or by going to the relevant office. The Premier Tax Service team is not situated all together at the same place, but the exact office location of the team – as well as additional information about their experience and fields of expertise – can be found by visiting the R&G Brenner website at www.rgbrenner.com.

The ten member Premier Tax Service team has an aggregated two hundred and sixty five years of experience with taxes – preparation and consulting – and many of them have experience in more specialized areas. Areas of specialization include: tax returns for performers and people involved in fine arts, returns for small businesses in the restaurant industry, returns for people involved in the criminal justice system, the tax benefits of oil royalty trusts and bond funds, tax returns for the self-employed, and others. Further, several members of the Premier Tax Service team are also financial planners, advisors, or otherwise experts in various financial fields and can provide “big picture” consultations as well as basic tax advice. There is also a Spanish-speaking member of the team that is able to work with clients that prefer to use Spanish as opposed to English.

The overall range of services differs depending on what is needed. More often than not, high net wealth people already have most of their financial arrangements in place and have a financial infrastructure that has already been maximized for optimum performance. However, as any tax expert knows, the tax code changes constantly and there are both new opportunities opening and old opportunities closing all of the time. Therefore, anyone and everyone can benefit from the services of true tax experts that follow and understand the regular changes and exceptions to the tax code.

As is always the case with R&G Brenner, the company will review your past three tax returns to see how they could be maximized for the best possible return and this applies to high net worth individuals as well. However, as high net worth people tend to have extremely complex tax situations, it is a good idea to call ahead in order to arrange and appointment and find out what should be brought to the interview and return review.

Have a tax question? Ask one of our tax professionals.