PRIVATE CLIENT TAX ADVISORY
Owen LaRue Client Services works with a limited number of individuals and families whose tax situations require experienced judgment, proactive planning, careful review, and year-round context.
Complex tax decisions should not wait until the return is being prepared.
Private Client Tax Advisory is designed for individuals and families with more moving parts in their tax lives. That may include investment activity, K-1s, rental properties, business ownership, multiple states, equity compensation, trusts, liquidity events, charitable planning, retirement transitions, or other complex tax matters. Our goal is to help clients understand important tax issues throughout the year, make informed decisions, and prepare the annual return with the benefit of that broader context.
Investments and capital gains
K-1s and business interests
Rental properties
Multistate tax matters
Equity compensation
Trusts and estate-related matters
Liquidity events
Charitable planning
Retirement transitions
Business-owner personal tax coordination
Different situations require different levels of involvement.
Private Client Tax Advisory
Starting at $125 per month
For complex individual returns with moderate investment activity, rental activity, or owner-level tax coordination. Includes individual income tax return preparation, year-round tax questions and issue identification, review of tax documents, secure document collection after acceptance, planning issue identification, and acceptance based on fit and available advisory capacity.
Advanced Private Client Tax Advisory
Starting at $200 per month
For clients with K-1s, rental properties, multistate issues, equity compensation, higher document volume, or more active planning needs. Includes everything in Private Client Tax Advisory, additional document review, coordination of K-1s, rentals, brokerage activity, and related tax matters, estimated-tax guidance when needed, and year-round conversations about significant tax matters.
Premier Private Client Tax Advisory
Starting at $400+ per month
For clients with multiple entities, major transactions, trusts, foreign issues, liquidity events, or significant planning requirements. Includes highest-complexity individual tax preparation and advisory, senior-level judgment, coordination across business, investment, real-estate, and owner-level matters, priority seasonal review handling, and final pricing based on scope and complexity.
These are starting points, not automatic quotes. Final level, scope, and pricing are determined after reviewing your circumstances and having a conversation.
Year-round advice. Careful seasonal review.
Private Client Tax Advisory supports tax decisions throughout the year—not only during filing season. The relationship may include planning, estimated-tax guidance, monitoring tax exposure, and evaluating the tax effects of investments, business interests, real estate, retirement decisions, and other significant events. Annual return preparation remains an important part of the relationship, but experienced review capacity is limited. Complex files received late or with missing information may require an extension.
Sometimes an extension is the responsible choice.
An extension is not a failure. For complex tax situations, additional time can allow for careful review, complete information, and better decisions. Filing timing depends on complexity, document availability, unresolved questions, client response time, and remaining seasonal capacity.
Important scope note
Final pricing depends on the number and complexity of tax documents, entities, states, K-1s, rental properties, investments, planning requirements, timing, and the level of advisory involvement. Amended returns, notices, foreign reporting, trusts, estates, gift-tax filings, and related-party returns may require separate scope and pricing. Availability is limited because the same senior professionals support both Business Relationships and Private Client Tax Advisory clients.
Think Private Client Tax Advisory may be a fit?
Tell us a little about your tax situation and the kind of relationship you are looking for. We will review what you share before suggesting a relationship level, scope, or investment range.
No automatic proposal. No request for sensitive tax documents.