Private Client Services

High net worth individuals and owners of closely held and family businesses face challenges that call for specialized accounting and tax expertise such as the linkage of personal and business financial interests, acquisitions or sale transactions, succession planning and estate planning. EisnerAmper’s Private Client Services (“PCS”) Group helps individuals and their families meet pressing accounting, tax and financial-reporting issues, as well as helps clients drive business growth and achieve their personal and business long-term financial goals.

At EisnerAmper, we recognize that financial objectives and concerns of high net worth individuals—and the entities that represent them—are often highly specialized. Our PCS clients comprise business owners and high net worth individuals—including real estate and financial services industry professionals, athletes and entertainers, family offices and fiduciaries—for whom we provide income tax planning and preparation, international wealth planning, and expatriate and inpatriate tax services. Additional advisory services include assistance with private foundations, trusts, estate planning and our unique household employee tax service: NannyTax.

Our PCS professionals work with family-owned or closely held businesses of all sizes, across a wide variety of industries. Our clients include start-ups, companies experiencing rapid growth, mature companies, and organizationally complex entities with sophisticated financial systems. We provide these clients with tax compliance services that include all aspects of planning and preparation. We work closely with the experts across the firm such as our Tax Controversy, International and State & Local Tax groups to provide clients with the expertise that meets the needs of their businesses. We provide advisory services on matters such as tax structuring and tax-minimization strategy, business process improvements, financial strategy plans, benefit- and retirement-plan assessment, and pre-acquisition or pre-sale transaction road maps. We strive to be our clients’ trusted business advisor.

PCS clients benefit from several distinctive EisnerAmper approaches. First, while we offer the full array of services of a national firm, we tailor engagements to fit the needs and resources of clients. Second, we involve partners or senior professionals in hands-on roles in every client project. Third, we operate from a perspective that clients are best served when certain financial issues—such as taxes—are approached as year-round planning and strategy activities. Fourth, PCS professionals continuously bring ideas to business owners and management to help them grow their businesses or structure businesses for ultimate sale or next generation transition. Finally, we understand that the personal wealth of owners, partners and key executives are often closely tied to their businesses, and we can coordinate investment advisory, insurance and financial strategies through EisnerAmper Wealth Management & Corporate Benefits LLC.

As an EisnerAmper PCS client, you will receive local, personalized service from dedicated, seasoned professionals. Our senior management maintains close, one-on-one relationships with all our clients, ensuring continuity and efficiency across all services.