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Planning

Specialized Tax Planning for High Net-Worth Individuals 

 As a high net-worth individual, tax planning is part of smart financial management and plays a crucial role in how you preserve and grow your money. You want peace of mind that the team of experts you've built around yourself and your wealth is working toward your financial goals. At DHJJ, our experienced certified public accountants (CPAs) ensure you get the financial advice and tax services you need to make informed decisions. 

Who Are Our Individual Tax Services for?

As a high net-worth individual, you don’t have time to consider the tax implications of every decision you make. So, you trust a team of experts you’ve built around you to ensure you’re getting the tax savings you deserve and avoiding unforeseen tax consequences for yourself and your family.

 

 

Business Owners & Executives

As a business owner, your attention is rightly focused on managing your business. Letting someone else streamline your accounting processes and manage taxes frees you up to accomplish your business goals. 

 

Family Offices

Whether you are looking to create a new family office after a liquidation event or looking to diversify your investment portfolio, our knowledgeable team can help with family office creation and structuring to maximize tax efficiency. Our team can also help with family governance, education, and estate tax planning within your family office structure. 

 

Individuals Dealing with Multiple State and Local Tax Codes

You can’t be expected to know the ins and outs of half a dozen state and local tax codes. But if you’re living, working, investing, or owning assets across borders, state and local taxation is an integral part of tax planning. 

 Experts in your business, taxes, and, financial wellbeing

Business Info & Hours

St. Charles Office

2560 Foxfield Rd #300, St. Charles, IL 60174

(630) 377-1106

Naperville Office

184 Shuman Blvd Suite 200, Naperville, IL 60563

(630) 420-1360

Office Hours

Monday – Friday: 8:30 am – 5:00 pm

Weekends: Closed

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How Are Tax Planning Services Different for High-Net-Worth Clients?

Your complex financial world requires risk management to meet tax obligations while preserving and growing wealth.

You may need services like:

  • Matrimonial financial planning
  • Mergers & acquisitions
  • Business transition
  • Tax bracket maximization
  • Wealth preservation and growth
  • Family planning
  • Insurance

 

  • Tax disputes
  • Charity
  • Estate and gift tax planning
  • Legal disputes
  • Trusts
  • Financial and wealth management
  • Audit and assurance
  • And more!

 

Why Choose DHJJ for Your Taxes?

With decades of experience catering to the needs of St. At DHJJ, we want you to feel confident in your long-term relationship with our firm. Through a commitment to excellence and years of experience, we give you the tools you need to make informed financial decisions. We look forward to listening to your goals and customizing our financial advisory to suit your needs. Get in touch.

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