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We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
To win a regatta, a rowing team must work collaboratively to steer and power the boat quickly and efficiently to the finish. Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal. Realize can provide the balance, precision, and expertise you need to reach your goals. You know where you want to go. Let us help you get there.
Our Services
Individual Tax Planning
A proactive and thoughtfully crafted tax plan can greatly impact income generation, asset protection, and tax minimization.
Estates, Gifts & Trusts
Regardless of the size of your estate, you need to consider the most tax efficient and thoughtful way to transfer your assets to ensure that your family and financial goals are met.
Client Accounting Services
Ensure that your financial obligations are met and track your investments with a statement of net worth.
Business Tax & Planning
We provide your company with meaningful business advice and make certain you are taking advantage of the tax saving opportunities.
Tax News & Tips
Miscellaneous Tax Updates
In the first three months of 2018, there have been a number of changes to tax laws that may affect your financial well-being, your family, your investments, and your livelihood. We have prepared a summary of these recent developments for your benefit. The IRS will...
The Nanny Tax
What is the True Cost of Employing Household Staff? When families hire household help (nannies, caregivers, house cleaners, et al), it is easy to overlook the possibility for the required “Nanny Tax,” the requirement to treat household help as employees and to pay...
2017 Year-End Tax Planning
The end of the year is quickly approaching. To help you plan for 2018, we are offering several tax-planning tips for your consideration. Recent discussions about next year’s tax law changes may necessitate a closer inspection of your income and deductions. We have...