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Brandywine Oak Private Tax Advisory

In-depth analysis leading to a transparent view on how to achieve your desired financial outcomes. For information call (484) 730-2800.

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Tax Preparation & Proactive Tax Advice

Why Work With a Private Wealth Management & Tax Team Together In-House?

Navigating the intricate and ever-changing world of tax laws can feel like a full-time job. That’s where Brandywine Oak’s Private Tax Advisory team steps in, turning complexity into clarity. Without a solid plan, your hard-earned savings and investments could be eroded by unnecessary taxes. For information call (484) 730-2800.

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At Brandywine Oak Private Tax Advisory, we champion a collaborative approach.

Working hand in hand with your wealth advisor to scrutinize the tax implications of every financial move. Guided by your Family Wealth Plan, we deploy a diverse arsenal of lifetime tax planning strategies so you retain more of what you have worked so hard to earn.

Our seasoned team of tax professionals collaborates with your wealth advisor to prepare and file your annual tax returns and corresponds with the IRS on your behalf. Whether you need assistance with individual, fiduciary, gift tax, partnership, or corporate returns, we have you covered. We are well-versed in navigating the complexities of each filing, bringing precision and compliance every step of the way. With our comprehensive suite of services, you can focus on what matters most while we handle the intricate details of your tax obligations.

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Tax Preparation Services

Our experienced team of tax professionals work alongside your wealth advisor to prepare and file your tax return annually. We are well-versed in preparing a variety of returns including:

Individual
Fiduciary
Gift Tax
Partnership
Corporate

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Quarterly Estimated Tax Payments

Many wealthy families do not particularly enjoy having to make quarterly estimated tax payments to avoid underpayment penalties. To simplify this process, Brandywine Oak Private Wealth collaborates with your tax advisory team to execute these payments on your behalf. If your income situation changes throughout the year, we will adjust your quarterly estimates accordingly.

About Our Tax Team

Our tax professionals offer a suite of services, including business entity selection, audit defense and tax controversy, tax scenario analysis, business transaction planning, and state residency and domicile planning.

Christopher Smith, the head of our Private Tax Advisory business, brings unparalleled experience in the intricate tax challenges that accompany significant wealth. He is a Certified Public Accountant (CPA)®, a Member of AICPA and DSCPA, and has in-depth experience working alongside Brandywine Oak wealth advisors for over a decade. With his guidance, you’ll leave with a robust tax strategy tailored to your unique financial landscape. For information call (484) 730-2800.