As wealth grows, so does complexity—multiple entities, K-1s, real estate, trusts, philanthropy, and equity compensation. A family office tax model brings everything under one roof with proactive planning, standardized reporting, and year-round coordination among advisors. Here’s how Henriquez Accounting & Tax Services helps families in Tampa Bay, Wesley Chapel, Zephyrhills, St. Petersburg, Sarasota, and beyond.
1) Centralized, Audit-Ready Reporting
Consolidated books across LLCs, S-Corps, partnerships, and trusts—monthly closes, reconciliations, and shared workpapers so filing and lender requests are fast.
2) Multi-Entity Optimization
We align ownership structures, intercompany agreements, and reasonable compensation to reduce leakage from payroll, self-employment, and state filings.
3) Intergenerational Planning
Coordinate gifting strategies, 529s, family limited partnerships, and trust distributions while tracking basis and carryforwards across generations.
4) Real Estate & Private Investments
Property-level bookkeeping, depreciation strategy (including cost segregation feasibility), passive/active grouping, and K-1 review for funds and syndications.
5) Charitable & Legacy Strategy
Donor-advised funds, appreciated stock giving, and charitable intent modeling—integrated into annual projections to maximize impact and tax benefits.
6) Cash Flow & Tax Projections
Mid-year and Q4 estimates across entities and individuals—timing income, harvesting gains/losses, and planning distributions to avoid April surprises.
7) Secure Digital Workflow
Encrypted portals, role-based access for family members and advisors, and e-signature—privacy with convenience.
Who Benefits from a Family Office Approach?
- Business owners with multiple entities and intercompany activity
- Families with rentals, vacation homes, or development projects
- Investors in private equity, syndications, or venture funds
- Philanthropic families formalizing a giving strategy
Ready to bring order—and strategy—to your family’s finances?
We unify tax, bookkeeping, and planning so decisions are informed and deadlines painless. Explore our Tax Preparation, Monthly Accounting, and Consulting services.
FAQs
What is a family office tax service?
A coordinated, year-round tax function for families with multiple entities, investments, and trusts—combining bookkeeping, planning, and return prep.
Do I need a single-family office to benefit?
No. We deliver “virtual family office” support sized to your needs—often at a fraction of in-house costs.
Can you work with my attorney and financial advisor?
Yes. We coordinate with your estate counsel, wealth advisor, and banker to ensure alignment on structure, cash flow, and documents.
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