High Net Worth Tax Services

income tax preparation Juno Beach

At Green Capital Transaction Services, LLC, we're passionate about helping business owners, entrepreneurs, and other high net worth individuals save real money on taxes. Our goal is to get to know you and learn about the full scope of your finances so we can design the most effective tax plan possible. You can count on us stay in touch throughout the year to continuously manage liabilities, be available to answer questions, and help you avoid tax implications when making important financial decisions.

Our CPA firm offers a customized approach to tax planning that's built around the needs of each unique person. We'll analyze your full financial picture to identify the best ways to preserve your income, avoid attention from the IRS, and eliminate surprises at tax time. We'll prepare your tax returns in line with all current state and federal tax regulations to maximize credits and deductions that will save you money.

Start planning your tax strategy with us today! Call our Palm Beach County CPA firm 561-313-8433 now or request your consultation online and we'll contact you to discuss how we can reduce your taxes and become your trusted resource for tax advice.

Individual tax planning:

  • Income tax planning to minimize liabilities
  • Quarterly estimated tax planning to avoid penalties
  • Tax-efficient investment planning
  • Stock option planning for executives
  • Investment management
  • Individual tax return preparation
  • Retirement planning
  • International tax consulting and advisory
  • Tax audit management