Tax PLANNING & PREPARATION in Darien, CT
The advice you need & the experience you trust
Check “taxes” off your to-do list with the help of Wealth Enhancement Tax & Consulting Services™.
Recognized by the Best
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Barrons:Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of June 30th of the ranking year. Forbes: Awarded 10/1/25 for the period 3/31/24-3/31/25. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.
In-house tax consulting
Specialized tax advice
Our team approach means that you and your advisor will work with an experienced tax professional who is already familiar with the nuances of your financial life. We’ll keep track of the details, deadlines, and ever-changing tax codes so you don’t have to.
Individual tax
- Tax return preparation and planning (federal and state)
- Quarterly estimates and withholding recommendations
- Required minimum distribution calculations
- Foreign tax issues and reporting
- Audit assistance (federal and state)
Trust tax
- Tax return preparation and planning (federal and state)
- Trust accounting
- Trustee fee calculations
- Trust recommendations
- Audit assistance (federal and state)
Estate & gift tax
- Tax return preparation and planning (federal and state)
- Wealth transfer consulting
- Unified credit portability planning
- Charitable giving planning
- Audit assistance (federal and state)
Business tax
- S-Corp, LLC, sole proprietorship, partnership, C-Corp tax preparation and planning (federal and state)
- Partnership allocations
- Entity type recommendations, setup, and maintenance
- Audit assistance (federal and state)
Family foundation
- Tax return preparation and planning (federal and state)
- Setup and administration
- Check issuance (donations and grants)
- Acknowledgment letters (contributions and grants)
- 501(c)(3) status and grant review
How we help in Darien, CT
Comprehensive attention to your financial life
Our approach starts with you. We match you with an advisor who fits your needs and we support your advisor with the Roundtable™ – a diverse set of specialists working together, all for your future.
Our wealth management approach is driven by six core pillars: retirement planning, investment management, tax strategy, estate planning, risk management and insurance, and financial planning. For business owners, we offer specialized services to help you build, grow, and sell your business.
Our approach
Get Started with Tax Preparation Services
Comprehensive tax preparation services help to support your financial plans throughout the year, not just during tax season. Our team can help you keep more of what you’ve earned and avoid fines or penalties for inaccurate filing. Our wealth management professionals also provide guidance around trust services, retirement income planning, taking care of dependents with disabilities, and so much more. Learn more about our tax consulting services today by scheduling a meeting with our team.
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Proactive Guidance
Our goal is to fully understand your goals and priorities, which drive everything we do together.
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All-Inclusive Fee
Backed by a team of specialists, we craft a plan that connects all the pieces of your financial picture.
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Certified Professionals
We work to build wealth for the life you expect, with flexibility for any twists or turns you may not.
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
Insights
Featured tax perspectives
Get the latest wealth management tips and trends from our library of articles and resources.
