Personal and Family Accounting Services

ABA Tax is committed to helping families build and manage their wealth. We offer high net worth clients a suite of comprehensive family office services—from day-to-day finances to long-term planning—always with your best interest at heart. We have the temperament and the skills to assist you to have peace of mind so you can enjoy your wealth and pleasure time with your loved ones!
Our private accounting and family office services include:
• Bill paying, banking, processing cash receipts and disbursements, reconciling accounts, and performing month-end, quarter-end or annual general ledger and financial reporting functions
• Investment Accounting – help individuals and families in tracking, reconciling and accounting significant or complex investment activities
• Individual federal and state income tax preparation, compliance, and planning
• Family business tax preparation and planning
• Trust, gift, estate, and family foundation compliance and planning
• Preparation of Financial statements, Budgets and Cash-Flow Projections
• Coordination of multigenerational family goals
• Record retention and document management
• Development and maintenance of legacy estate plans, handling unique accounting and reporting issues related to family partnerships, foundations and charitable entities, hedge funds, construction projects and closely held businesses
• Assist clients with payroll processing and preparation of payroll tax returns and annual Forms W-2 for personal and/or household employees
ABA TAX provides private outsourced accounting services, advice and technical support to high net worth individuals and family offices of all sizes. Our broad spectrum of services is designed to serve the unique needs of affluent families and their future generations. Our depth of technical knowledge, to national and international family issues, differentiates ABA Tax from others.

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