Sassetti LLC
Personalized Tax & Financial Strategies for Affluent Individuals and Families
Our team of experienced high-net-worth tax accountants is uniquely equipped to manage the complex financial needs of affluent individuals and families. We understand that your financial landscape involves more than just standard tax preparation and it requires a sophisticated approach to address challenges such as intricate tax planning and compliance, estate and trust strategies, wealth transfer and succession planning, and more.
Let’s Talk About the Future You’re Building
Whether you’re planning for retirement, setting up a family trust, or navigating multi-generational wealth, we’re here to help you do it with confidence and clarity.
Federal and State Tax Preparation
Comprehensive tax compliance services designed to minimize liability while meeting all federal and state filing requirements.
Advanced Tax Planning
Tax planning is a year-round endeavor. We are up to date on the current tax laws and will provide strategic planning to minimize your tax liability and risk.
Retirement Planning
Customized strategies to help you maximize retirement savings, manage distributions, and plan for tax-efficient income in retirement.
Estate, Trust and Gift Planning
Sophisticated planning to protect your legacy, optimize wealth transfers, and ensure your intentions are carried out with clarity and care.
Charitable Tax Planning
Tax-efficient giving strategies that support your philanthropic goals while maximizing available deductions and benefits.
Outsourced Individual Accounting
Personalized accounting support that provides clarity and control over your financial life without the overhead of in-house staff. This can include bill payment, budgeting, and planning.
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