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