High Net Worth Individuals & Families

The more assets you have, the more expertise you need to keep them well-managed and protected, especially in an environment of changing laws and regulations. We’ll sit with you to take a closer look at your assets, evaluate the best ways to safeguard them, and outline how our accounting services can work with your holdings for the short and long term. Allay recognizes there’s always a person behind the numbers—whether you’re wondering what to do with a recent inheritance or how to transition the wealth accumulated over your lifetime.

Put your assets in expert hands when it comes to:

Tax Planning & Business Consultation

• Corporate structuring and reorganizations
• Trust, estate, and succession planning
• Income splitting strategies
• Probate fee planning

Financial Statements & Accounting

• Audits
• Reviews
• Compilations
• Accounting for investment portfolios

Tax Compliance

• Corporate tax returns
• Personal tax returns
• Deceased tax returns
• Trust and estate tax returns