Taxation & Accounting

Expert integration of tax planning and accounting assists families in managing their financial big picture. We understand the importance of tax consulting in the family office setting and we prepare all required federal and multi-state tax returns for businesses, individuals, partnerships, and foundations and trust entities. Vogel’s integrated model helps minimize a family’s overall tax burden and maximize family cash flow.


  • Tax projections and planning
  • Estimated tax payment calculations
  • Income tax return preparation: individual, corporation, partnership, foundation and trust
  • Estate tax return preparation
  • Gift tax return preparation
  • Property tax return preparation
  • Cash-flow planning with customized reporting
  • Personal financial statement preparation
  • Entity-level compilations
  • Debt negotiation and management
  • Real estate transaction management
  • Philanthropic/gift accounting
  • Bill payment services

For a complete listing of our service deliverables, click here.