Individual Tax Consulting Services

As your wealth grows, so does the complexity of managing it. How well you manage your net worth depends on whom you enlist as your tax and financial advisors and their understanding of your particular needs. At ERE, our experienced and trusted tax consultants make it their business to understand your particular needs.

Our tax consultants will prescribe tax-minimization strategies and tax-planning and compliance solutions to help you reach your financial goals and manage your wealth efficiently. Whether you are an individual who wants to transfer your wealth for philanthropic purposes, is planning for retirement, or wants to optimize your cash flow management, or you are a family with growing wealth that has concerns about education planning or asset allocation planning, we will help you safeguard your financial future.

A sampling of services that our Individual Tax Consulting Services Group provides includes:

  • Asset management and investment monitoring
  • Business management and consultancy
  • Concierge services, including management of household staff and payroll, cash management, and bill payment
  • Education funding
  • Financial management, planning, and reporting
  • Generational guidance
  • Insurance analysis and risk management
  • Philanthropic planning and execution
  • Retirement planning
  • Wealth transfer planning

ERE tax consultants are here for you. We provide partner-level attention, expertise, and comprehensive planning and consulting services that address your particular needs.

For more information, please contact:

Steven Blumenthal, CPA
Director of Tax
212.931.9254 or 516.104.7140