In addition to serving businesses of all types, SVHS also maintains a suite of services specifically designed for individuals and families. Whether you need your personal taxes prepared, planned for, or analyzed, or account aggregation to keep track of your net worth online, or your family or estate needs a full-fledged back office to do accounting and pay bills, we can find a solution for your personal and family tax and accounting needs.
Personal Tax Preparation & Planning
Some of our wealthiest clients are self-employed individuals owning various kinds of business interests. Whether you are a real estate investor, entrepreneur, or enjoy royalties from intellectual properties, your personal taxes are likely complex. Complexity can slow down your activities or keep you awake at night. SVHS professionals excel at problem solving and dealing with complex sets of data.
Organize & Simplify Your Finances
By working with our professionals and through our alliance with US Wealth of California, LLC, our most affluent clients can enjoy the benefits of eMoney, a system where you can see all your financial accounts in one dashboard, with your own private secure vault for your most important documents. Sounds too good to be true? It does, but it is true. You can allow your financial team of advisors or your family members viewing those sections you want them to see. See a demo here, or call us for a private demo.
The Family Office
Are you or your family so busy that you would rather have someone oversee your financial affairs, including the payment of your bills? Our Family Office clients do precisely that. They utilize our office as their back office so they can focus on what they do best. We mobilize in accordance with your needs and provide confidentiality, accountability, and peace of mind.
Estate Tax Planning & Analysis
With estate tax laws in such transition, we are unable to accurately predict the cost of your estate tax bill. Does this mean you should not plan your estate taxes? Of course not, if anything, it indicates a greater urgency and importance to plan. Regardless of tax rates and new legislation, we can use tried and true techniques to reduce the taxable value of your estate.