A.M. Golden provides customized solutions for the financial and tax issues concerning high net worth individuals. Our tax, estate and financial planning services are focused on your needs and concerns. We address your wishes and needs first. Then develop a plan that maximizes the benefits to you and produces the desired results. This usually results in minimizing your income and estate taxes and protects your interests. We work with you to implement financial strategies which maximize the transfer of wealth to future generations through estate, gift and trust tax planning. Mr. Golden has over thirty years of experience servicing high net worth individuals. We always provide and maintain a discrete, one-on-one relationship.

Individuals with significant wealth face numerous tax issues. We can help you deal with income tax, gift and estate tax planning. We understand business and investment transactions, as well as pension and compensation matters. We provide the service that will assist you to coordinate these critical matters during the tax, estate and financial planning procedures. Our experience in dealing with real estate issues, closely held business problems and family matters will serve to protect your interests.

The firm offers traditional accounting and taxation services including individual, corporate, partnership, trust, and limited liability company federal and state income tax preparation, estate taxation, and personal and business financial statement reviews and compilations.

We will prepare your personal and business federal and state tax returns. We have years of experience and training in preparing the following tax returns:

  • Individual
  • Corporation
  • Partnership
  • Limited Liability Company
  • Trust
  • Estate
  • Gift
  • Foundations
  • Non-profits