Individual Tax

Tax Planning & Compliance
Estates, Gifts & Trusts
Charitable Giving
Wealth Management
IRS Controversy Representation

Wealth Management

UltraCPA team advises clients’ tax matters in the area of real estate, family owned businesses, art collections, retirement plans, education savings, investment achievements, etc. Nowadays, the tax laws are constantly changing. However, our tax professional team will assure that our clients’ financial arrangements keep in pace with the changing environment.