Global private client services

When it comes to your own financial and tax needs, or those of your family or private business, personal attention matters. Find out why global private clients choose to work with us.

Undivided attention to your complex financial, tax, or business needs 

Perhaps you’ve worked with us in the past. Or maybe you’re in search of a new, more hands-on provider. We have a history of helping individuals and families, as well as the private businesses they may own, manage, or control. 

What sets us apart from the rest is our approach. We listen – carefully. We study your business to deliver tax-maximizing strategies and custom solutions to meet your ever-increasing needs. We do all this with the resources of a large firm, yet with personalized attention that is hard to replicate.

We’re not just your tax preparer

Entrepreneurs need and want more than just professionals who prepare taxes. We are a full-service provider made up of seasoned staff. From deeply technical tax specialization, including state and local tax and international, to providing resource support to your family office or back office, we are versatile and flexible to meet your needs.

Deep industry expertise

Get direct access to our staff of subject-matter specialists. We work closely with your investment advisers, attorneys, insurance specialists, bankers, and other key consultants.

Ways we help individuals and businesses

Consulting
From business startup and management of federal, state, and local tax responsibility, to wealth planning for U.S. and foreign-based taxpayers, we advise on highly complex tax issues.
Compliance
We specialize in change and urgency. We help our clients navigate federal, state, and local tax laws and constantly stay on top of industry issues.
Controversy
We’re highly experienced. We handle inquiries and correspondence related to tax matters swiftly and delicately. We can negotiate settlements in tax audits on your behalf, and represent you in appeals.
Consulting
From business startup and management of federal, state, and local tax responsibility, to wealth planning for U.S. and foreign-based taxpayers, we advise on highly complex tax issues.
Compliance
We specialize in change and urgency. We help our clients navigate federal, state, and local tax laws and constantly stay on top of industry issues.
Controversy
We’re highly experienced. We handle inquiries and correspondence related to tax matters swiftly and delicately. We can negotiate settlements in tax audits on your behalf, and represent you in appeals.
Explore our full suite of services

Explore our full range of services

Simplifying complexity is what we do. View our complete list of services to see how we can address your intricate needs. 

Contact us

No two clients are alike. We’re ready to listen to your specific needs and find solutions together with your specialty advisers. Reach out to us today.
people
Sarah Allen-Anthony
Gary Fox - Large
Gary A. Fox
Managing Partner, Tax Services, Office Managing Partner, South Bend
David Lifson - social
David A. Lifson
Partner