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Service: Tax Planning and Coordination

Tax Planning and Coordination

For people of high net worth, it’s always tax season. JDJ will stay on top of your tax preparation year-round, making April 15th and October 15th (slightly) less painful days. As part of this work, we relieve you of the burden of gathering, tracking, and storing historical documents. Working closely with your tax accountants, we are ready to provide you with the following assistance:

  • Coordinate tax planning and preparation
  • Consolidate and present supporting documentation
  • Coordinate and process estimated quarterly tax payments
  • Tax minimization strategies
  • Cost basis tracking and reporting
  • Information gathering and document tracking
  • Electronic storage of important documents

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