In addition to tax return preparation and other compliance work, our professionals focus on wealth management and tax strategies for high net worth families as well as businesses. We assist corporate executives with tax and financial planning for stock options, deferred compensation, retirement plan distributions and other benefit plan issues. We have developed the LIVING-LIFESTYLE-LEGACY^sm approach to provide personal financial planning services, which often go beyond the standard package offered by many financial service firms.

The personal goals of our clients are the foundation upon which The Hermes Group LLP establishes and develops proactive relationships, exploring and communicating financial issues from a variety of perspectives. Our clients understand that it is not just about paying the least amount of taxes - it is about the optimum outcome achieved by meeting our clients’ ultimate personal objectives.