Individual and Trust Tax

Our team of tax, investment, estate and retirement advisors work to develop a long term tax strategy based upon your unique circumstances.

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"Small Firm Personality - BIG Firm Knowhow"

Individual Tax

Taxes eat away at your bottom line, and we know it’s your money. Let our team of Tax, Investment, Estate and Retirement Specialists develop a long-term strategy to keep your money. We conduct a comprehensive examination of the ways you currently earn income, your mix of investments, your retirement plans, and your estate planning goals. With a comprehensive strategy in place, you will have peace of mind knowing that each return is prepared by our tax specialists with partner reviews.

Is Your CPA Costing You Money?

Have you heard? The government wants to allocate an additional $80 billion to the IRS to enforce new and current tax laws. This will mean increased audits and increased collections across the board for wealthy and well-off individuals.

Reilly, Fisher & Solomon stands ready to leverage the collective century of experience of its principals obtained through service at large multinational accounting and tax firms, combined with the personal touch and attention to detail that only a small firm can provide.

In today’s rapidly changing environment with a myriad of tax law changes and sunset provisions, personal and trust taxation has never been so complicated and as such the need.

In designing a tax plan for you and your family, we help you examine:

  • Charitable planning
  • Stock option planning
  • Utilization of deferred compensation arrangements
  • Income tax planning and compliance at all jurisdictional levels
  • IRS assistance with tax disputes and controversies.

Our Qualifications

Our shareholders have over 160 years in public accounting, mostly served at large multinational firms. Altogether, twelve CPAs, one CFP, two Personal Financial Specialists ("PFS"), and one Chartered Financial Analyst. A diversified financial team qualified to assist any client, from partnerships to individuals to private foundations, with their tax, financial planning, asset management and investment and compliance needs.

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