Personal Tax and Private Client Services

RyanSharkey’s tax professionals provide custom consulting for the individual and tax planning needs of executives, senior managers and high-level professionals. Our personal tax services professionals work closely with these individuals to help analyze, develop and implement tax efficient strategies designed to meet their personal financial goals.

With a background of over 25 years providing specialized tax and financial advice to individuals and business owners, our tax practice has a detailed understanding of the most effective and profitable tax planning strategies. Our combination of experience, qualifications and dedication to client success means we have the proven expertise and necessary motivation to help reach your full potential.

Beyond our extensive list of service offerings, we closely follow legislative and regulatory updates which may impact your personal situation. We also have the ability to work with your existing financial service provider, attorney and other professionals to ensure you receive the highest quality, most comprehensive service available.

We offer a range of private client tax services to meet any of your personal tax and financial planning needs.

Our specific offerings include:

IRA and Pension Planning

  • Roth RIA conversion analysis
  • Self-directed IRAs for non-standard investments
  • Pre-59 1/2 withdrawal options

Planning for children’s education

  • 529 Plan review
  • Alternative savings and funding analysis
  • Needs assessment
  • Planning for charitable giving
  • Charitable trust and annuities consultations
  • Deduction limitations and carryforward utilization

Equity compensation planning

  • Option exercise and sale strategies
  • Tax elections for restricted stock grants
  • Group presentations on equity compensation taxation

Income tax planning

  • Modeling future income tax strategies
  • Projections for cash flow and estimated requirements
  • Planning for significant economic events

Beyond our extensive list of service offerings, we closely follow legislative and regulatory updates which may impact your personal situation. We also have the ability to work with your existing financial service provider, attorney and other professionals to ensure you receive the highest quality, most comprehensive service available.

To learn more about our personal tax services, simply fill out the form on this page. A member of our team will contact you.



Questions? Contact RyanSharkey using the form below.

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