Helping Wealth Managers with their Clients’ Tax and Accounting Needs

At Livingston & Haynes, P.C., our certified public accountants have built longstanding, trusted relationships with wealth managers who turn to us to help serve their clients. While they provide financial planning and wealth management, Livingston & Haynes offers a full set of tax and accounting services. This partnership allows high net worth individuals to receive all of the financial advice and services they need from one trusted source.

We regularly work with high net worth individuals who have complicated tax returns. Many of these clients also leverage our expertise to deliver tax and accounting services to the privately held companies they run, the trusts they fund, and the charitable foundations they start.

Call 781.237.3339 or email us today to learn more about our how we partner with wealth managers.