Tax Services

By maintaining a comprehensive view of an individual’s or family’s financial picture and immediate access to financial data, AMG has the insight to help clients make informed tax decisions that enhance financial security and success. Tax planning and preparation in one place saves you time, allows for more effective tax planning, and can save money.

AMG’s tax department prepares federal, state and local income tax returns, in addition to gift and estate tax returns. We also prepare tax returns for trusts, private foundations, businesses and partnerships. Finally, the tax department can help you streamline household and small-business bookkeeping and bill payment.

Tax-exempt organizations leverage AMG’s significant experience as well as the efficiencies gained by having the organization’s tax advisor and investment advisor or fractional CFO team working together. When we manage an organization’s assets or provide fractional CFO services, the information necessary to prepare returns and other tax filings are at our fingertips. This allows for work to take place in an efficient and cost-effective manner. AMG’s tax department prepares all necessary exempt organization tax filings.