Our Services

Individual Services


Our Individual Tax Services team works with individual clients to help them achieve their financial goals while minimizing their income taxes. We employ creative and innovative tax planning with a no stone unturned approach to our service offering. The services offered by our individual tax group include

  • Income tax preparation and planning to minimize tax
  • Alternative minimum tax optimization
  • Stock option planning
  • Estate planning and complex wealth transfer (gifting) strategies
  • Charitable giving strategies
  • Various types of trust planning and tax planning/preparation of trust tax returns
  • Qualified small business stock issues and analysis
  • Pension and profit sharing plans
  • Asset protection strategies
  • Review of wills, trusts and estate planning documents
  • Business succession planning
  • Estate administration and tax compliance
  • Integration of tax, family, and charitable objectives
  • Guidance on funding of charitable entities with identification of funding assets and timing of gifts to optimize tax savings
  • Family office services

Flow-Through Services

Our Flow-Through Services team works with a wide range of pass-through entities to accomplish various economic deals. Our services focus on modeling of partnership agreements for tax consequences and to ensure tax allocations and distributions follow the economic deal arranged

  • About Us

    At Altum, we cherish our relationships with both our clients and our employees to nourish a relationship unlike any other public accounting firm.

  • Careers

    Altum LLP is a relationship-based firm, not just to our clients, but to our most important asset:
    our employees.

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Our tax consultants can take care of your tax returns, accounting, and tax planning.