Provide tax planning and advisory services for HNW, UHNW, and ultra-HNW clients, including structuring for estates, trusts, succession planning, and tax-efficient entity selection (C-Corp, S-Corp, partnerships, PCs). Lead preparation, review, and filing of federal, state, and local tax returns, including Forms 1040, 1120, 1120S, and partnership returns for high net worth individuals, families, trusts, estates, and corporate clients.