---
title: Individual, Family & Trust Tax Planning Services | Boston, MA | CRR
description: "High-net-worth tax planning in Boston: equity comp, estate coordination, and year-round strategy for individuals and families."
---

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## Tax planning + preparation for individuals, estates, and trusts

Our team of professional CPAs provide an array of tax services to individuals and families, helping you minimize your tax liability, and maximize your savings. Our serivces include tax planning and research at the federal and state level, tax return preparation, tax consulting, and representation before the IRS and other governmental agencies.

#### Our individual and family tax services include:

- Federal and State tax planning and tax return preparation
- Representation before the IRS and other government agencies
- Investments and capital gain transactions
- Calculation of the alternative minimum tax
- Family trusts and beneficiaries
- Gift taxes
- Multi state taxation
- Personal financial statements

[![Thumbnail\_TaxIn](https://www.crradvisors.com/hs-fs/hubfs/Thumbnail_TaxIn.png?width=1000&name=Thumbnail_TaxIn.png "Thumbnail_TaxIn")](https://www.crradvisors.com/hubfs/2024/Services/2023_CRR_TAXINDIVIDUAL.pdf)

[Download our PDF to learn more!](https://www.crradvisors.com/hubfs/2024/Services/2023_CRR_TAXINDIVIDUAL.pdf)

**[Check out our most recent Tax blog posts!](https://www.crrcpa.com/blog/topic/tax)**

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*"CRR" is the brand name under which CRR, LLP and Bridgepoint Alliance, LLC, doing business as CRR Advisors, offer professional services to its respective clients in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. CRR, LLP is a licensed independent CPA firm that delivers attest services to its clients. CRR Advisors provides tax business consulting, and other non-attest services to their clients. Although it may employ CPAs, Bridgepoint Alliance, LLC is not a licensed CPA firm. The use of the terms “our firm,” “we,” and “us,” and similar language, may refer to CRR, LLP and CRR Advisors as it operates in its alternative practice structure.*

 

 

 

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