Tax Advisory Services

Brandywine Oak Private Tax Advisory provides proactive and strategic accounting and tax consulting to families


Tax laws are complicated and constantly changing. Brandywine Oak’s Private Tax Advisory team of professionals is here to help make sense of the everchanging landscape. If not properly planned for, unnecessary taxes can erode your hard-earned savings and investments.

At Brandywine Oak Private Tax Advisory, we believe the best way to serve families is to continuously collaborate with your wealth advisor to consider the tax impact of all financial decisions. Using your family wealth plan as a guide, we employ a wide variety of tax planning strategies, so you keep more of what you have earned.

Tax Preparation Services

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

  • Individual
  • Fiduciary
  • Gift Tax
  • Partnership
  • Corporate

Our tax professionals can also provide the following services:

  • Entity Selection
  • Audit Defense & Tax Controversy
  • Tax Scenario Analysis
  • Business Transaction Planning
  • State Residency & Domicile Planning

We feel the more a family plans, the more the family will keep. In our experience it is far better to prepare than it is to repair.

The biggest void for families in investment advice is being intentional around their finances. The conversation in our view has to be around cash flow and lifestyle rather than short-term performance and market commentary.

Successful investing is singles and doubles, not home runs. Wealthy families hire our firm to manage their wealth responsibly and not swing for the fences.