Solutions Tax Planning and Compliance Services Investment Advisory Services Estate and Trust Services Risk Management and Insurance Services Philanthropic Planning Expense Management and Financial Reporting Family Office Services Family Education		Home > Solutions > Tax Planning and Compliance Tax Planning and Compliance Services Our Tax Planning and Compliance Services provide proactive, forward-looking, multi-year planning. This sophisticated approach ensures a consistent, well-orchestrated impact on your overall financial situation. It includes quarterly tax planning meetings, payment analyses, and cash flow planning. When you choose Harris myCFO for Tax Planning and Compliance Services, your Client Service Director will partner with Harris myCFO professionals as well as your existing advisors to: Implement tax-sensitive investment strategies, including diversification, hedging and compensation planning Optimize your income tax strategy to best support your personal estate and philanthropic plans Attempt to reduce your overall federal, state and local tax liabilities Prepare your federal and state tax returns and manage any audits Integrate tax planning with all of your financial objectives As your team of advisors grows, it becomes increasingly difficult to integrate all this expertise into a coordinated financial plan. This integration is vital, particularly for tax planning, to achieve your financial goals efficiently. Harris myCFO's team-based approach has been specifically designed to integrate professional tax planning with all your financial decision-making. Our tax professionals have extensive experience in income tax planning for affluent families and can help you: Develop strategies to minimize your total tax burden Make tax-sensitive financial decisions Provide alternative financial structures to deliver tax advantages		Perspectives What is a Comprehensive Family office? Learn more

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	*Harris myCFOTM is the brand used by Harris myCFO, Inc., providing family office services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser, and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers. Not all products and services are offered in every state and/or location. United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. and its affiliates do not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A. and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.