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No time to enjoy your success?
We can manage your financial affairs and allow you to concentrate your energies on your business and family. Whatever it takes, we'll ensure that the right people are in the right place to help you--putting together the pieces that fit your lifestyle and goals.
Complete Tax Preparation
Taxes are never a simple thing. The laws are constantly changing and subject to interpretation. We know you are busy. We won't waste your time. We'll get the required information and interpret the tax laws to your advantage. If the unfortunate should happen, and your return is selected for audit, we will vigorously support you from start to finish. We'll sweat the details to help you retain your hard-earned wealth.
Tax Minimization
We will create a tax plan that ensures you pay fewer taxes and retain as much of your wealth as possible. Whether it's income taxes or estate and gift taxes, Henry, Held & Reilly will craft and implement a plan to minimize your tax liability. Nobody wants you to pay less taxes than we do.
Stock Option Planning
If you are receiving company stock options as part of your compensation, congratulations are in order! You are in the enviable position of owning part of the company for which you work -- and are positioned to reap personal benefits when the company performs well.
Stock options are an important and complex part of compensation packages for today's corporate executives. For many executives, questions like, "What are my options worth?" and "When should I exercise my options?" are common and not easily answered. Our experts can help you estimate what your stock options may be worth and create a plan for maximizing their value. We can also help you decide when to exercise your options, how to manage them and how to minimize your tax liability.
Financial Management of Investment Accounts
Managing all of the details that accompany wealth can be difficult and frustrating. We can handle that for you. From simplified financial reporting of your investment accounts to monthly accounting, we manage your banking relationships-paying bills, wiring funds, making deposits, reconciling statements and more. We will review your investment results and asset allocations, manage your relationships with bankers, lawyers, money and investment managers, all the while engaging any other resources you may need.
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