Boris Benic and Associates LLP offers integrated tax, consulting and strategic advice to help you enjoy more of your assets, while minimizing taxes.
As your advisor, our only focus is you! We listen, help define a strategic plan and objectively implement it as we coordinate the activities with your other professional advisors so that their guidance is aligned with your tax strategies and life goals.
Our team of tax professionals has significant experience managing the needs of high net worth individuals and their families. Our services include:
Tax Planning and Preparation
- Preparation of individual, corporate, foundation, partnership, fiduciary and gift tax returns
- Tax planning and strategies
- Transactional planning for closely held businesses
- Representation before tax authorities
- Expatriate tax planning
- Estate planning
- Education funding strategies
Personal Financial Management and Reporting
- Cash flow planning and projections
- Expense management and reporting
- Domestic employee oversight and management
- Charitable giving planning
Contact Our High Net Worth Individuals Accounting Professionals
Boris Benic and Associates has the expertise and knowledge to assist you. For additional information, please contact Boris Benic, CPA, at 516-248-7361, or click here to email Boris. In a brief consultation, he will assess your situation and determine the next steps to take.