Tax considerations are often intertwined with investment management services. Woodstock Services Company’s tax professionals work in concert with Woodstock portfolio managers and with our clients’ other financial advisors to establish effective tax strategies designed to minimize current and future tax liabilities. This close collaboration is key to ascertaining and implementing the most effective tax strategies. Because such strategies may well be complex, working with experienced and highly qualified tax specialists is essential. Woodstock Services Company puts a strong, sophisticated tax department at your disposal to address the tax situations of individuals, families, trusts, and estates. We understand the issues and appreciate the complexities involved.
- Planning, consulting and tax return preparation service
- Individual, fiduciary and business entities
- Handling examinations and audits by federal and state tax authorities