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Consultative Tax

We’re focused on helping manage your taxes, so you can focus on life’s milestones.
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Tailored

Customized tax strategies to help protect and grow your wealth

Experienced

A multigenerational team engineered to serve multigenerational wealth

Proactive

Our forward-looking approach helps you confidently plan for your future

An elegant, solution-based approach to your complex challenges.

Beyond helping you grow your wealth through planning and investing, tax management can play a significant role in protecting and increasing your net worth. Our advisors provide customized strategies and share insights to help you take advantage of potential benefits in ever-evolving tax laws. We’ll strive to guide you through this regulatory landscape, deliver actionable information, and help you evaluate potential paths toward your objectives.

Protect, enhance, and simplify.

Our integrated tax and accounting services are provided by a dedicated team of professionals knowledgeable in helping individuals and enterprising families better manage outcomes. From the senior executive seeking prudent compensation planning to the family managing multigenerational wealth; from the wealth creator focused on succession planning to the entrepreneur considering a liquidity event—the extensive range of our consultative tax offerings is designed to help you simplify complex tax challenges and lessen your tax burden. We deliver these services with an unwavering commitment to providing an Unmatched Client Experience®.

How We Can Help

  • Income Tax & Planning
  • Trust Accounting, Tax, & Administration
  • Private Foundation Accounting, Tax, & Administration
  • Estate & Legacy Planning
  • Gift Tax Planning & Administration
  • Multigenerational Planning
  • Estate Administration

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* Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP. The information contained herein should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies mentioned herein, may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.

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Wherever you are on your journey, we can help drive your business forward.
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