Our Services

We have planning & compliance experience in a myriad of tax situations. Whether you're a W-2 employee, self-employed, forming irrevocable trusts in anticipation of wealth transfer, or making large gifts to loved ones, we have the expertise to advise you in a tax efficient manner and make sure these situations are handled correctly and with care.

Starting a new business can be complex and cumbersome. We will be there every step of the way; from deciding what type of entity formation makes the most sense for you from a tax and administrative perspective, to making sure you stay in compliance with the IRS and all tax filings are done correctly.

Expatriates are in the unique position of making sure they stay on top of their United States tax filing requirement even though they may never step foot in the United States.

We can make sure all necessary foreign investments and financial accounts are reported correctly and that all strategies at your disposal are taken advantage of, such as the foreign earned income exclusion and the foreign housing exclusion.

Sometimes there aren't any significant tax optimization strategies and the best course of action is simply avoiding the surprise of a large tax bill when your tax return is completed.

With our proactive approach, we can help you with making sure your withholding is on track if you’re a W-2 employee, or determining what amount of quarterly estimated tax payments you should make if you're self-employed or have a significant amount of investment income.

Every Intero client receives automatic assistance from us in the event of an audit. Whether it's a notice from the IRS or State taxing authority, or a full blown IRS audit, we will review the relevant information, respond to the IRS or State taxing authority, and get the best outcome possible for our clients.

Do you love filing your own tax return but just want some help along the way? We can do that too. You can engage us on a consulting and/or research level and use us as a trusted advisor or sounding board when something complex pops up or if you just need an expert to bounce ideas off of.

We aren't looking to blindly prepare tax returns with the information given to us. We will analyze your books, recommend corrections or adjustments, and make sure your books are correct and that you're claiming every deduction possible for your situation.

For individuals over the estate exemption, near it, or those who might be over it at some point in the future, avoiding estate taxes is an important topic.

We can help guide you on tax efficient ways to transfer your wealth. Some simple examples of this include making sure your utilizing the annual gift tax exclusion or recommending the appropriate trust structure to have assets pass tax free to your heirs.

Whether you're interested in giving to charities in the current tax year or are having a large income year and would like to take advantage of a current tax deduction but worry about which charities to give the money to later, we can advise you on the best strategy for your situation.

We are experienced in charitable deduction strategies like Donor Advised Funds, Qualified Charitable Distributions, and Charitable Remainder Trusts.

New retirees are in a unique position. At first glance, you might think your income tax situation will be much more simple now that you're no longer working, but perhaps there are things you can do now that will save you tax money in the long run.

Some common examples include optimizing things like Roth conversions, deferred compensation strategies, and exercising non-qualified stock options before your forced to start taking Required Minimum Distributions from your retirement accounts.

At Intero, we have experience working with C-suite executives from some of the largest publicly traded companies across the country.

Making sure the reporting of stock options is done correctly on your tax return is important, but so is making sure you're recognizing the income from stock options in a smart, tax efficient manner.

We can handle the tax reporting and recommend strategies to take advantage of planning opportunities like making sure you're maximizing certain tax brackets, but we will do those things while being cognizant of your complete financial picture.

For example, diversification and not having all of your wealth tied up in one company is an important issue that people don't think about because they're too concerned with the immediate tax consequences.