our services Integrated Wealth and Tax Management
Holistic Financial Planning - Retirement Planning I-Retirement-Planning
Retirement Planning
Create a long-term plan customized to meet your needs
Holistic Financial Planning - Investment Management I-Investment-Management
Investment Management
Systematic plan to grow and protect your assets
Holistic Financial Planning - Tax Preparation I-Tax-Preparation
Tax Preparation
Aim to maximize the value of assets you will leave behind
Holistic Financial Planning - Estate Planning I-Estate-Planning
Estate Planning
Aim to maximize the value of assets you will leave behind
 IMG-Tax Preparation
Tax Planning and Preparation

Integrating Tax Planning Strategies Into Your Wealth Plan

We believe tax strategies should be an integral part of your overall wealth management strategy. Effective strategies can help reduce your tax burden, optimize your income and allow you to efficiently transfer wealth to loved ones and charities. We view decisions through a tax-efficient lens.

Our team of tax professionals will work with your outside legal counsel and alongside your wealth advisor to help you with your tax planning and preparation needs and to keep you updated on the latest legislative tax changes. Our clients include high-net-worth individuals, families, business owners, executives, medical professionals, professional athletes and privately held companies.

From preparing your annual tax returns, to overseeing your investments, to creating tax-advantaged estate plan and trusts—no matter how complex your taxes might be, we’re here to help you with a tax strategy that is flexible enough to change as your life and needs change.

We offer the following tax services

Tax return preparation services are offered through Quantis Tax Services and are separate and unrelated to Commonwealth Financial.

Proactive tax analysis to identify areas for tax reduction
General tax preparation services and year-round planning
  • Individuals
  • Businesses (Corporation, Partnership, LLCs)
  • Non-Profit Organizations
  • Estates & Trusts
Federal, State, local tax compliance
Amended Returns
Tax Projections
Buying or selling of a business
 IMG-Tax Upload
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.