Individual and Family Office Tax

Guiding You Through Tax Complexities

By employing proactive strategies, transparent communication and hands-on partner involvement, we ensure an efficient tax preparation process and deliver strategic tax plans and projections for you, your family and your business.

Getting to Know You

Before we begin your tax preparation process, we work with you and your family to understand your specific goals with the objective of implementing the most effective tax strategies.

Your Trusted Partner

We’re more than advisors — we’re trusted partners who are experts in your needs. This allows us to provide tailored tax planning and strategies that minimize future tax liabilities and help you achieve your financial goals.

A Common Purpose

We help you maintain long-term success by immersing ourselves in your aspirations and offering expert financial and tax insights to help you reach them.

Making More Possible

We handle your individual and family office tax needs with precision and care, keeping your financial outlook at the center of everything we do. Our team has the knowledge and experience to help with anything from income tax preparation and tax projections to IRS representation.

Tax Return Preparation

Build a legacy that lasts. Our comprehensive individual, trust and estate tax return preparation services ensure a smooth transition for generations to come.

Tax Minimization Strategies

We’re always looking to help you save. Our team works hard to identify available tax credits and incentives to reduce your tax liability and maximize you and your family’s financial potential.

Learn more about Tax Credits and Incentives.

Tax Research

Implement the right tax strategies with our research on income, deductions, exemptions and withholding.

Tax Projections and Estimated Payments

As an individual, your situation, goals and challenges differ from everyone else’s. We help you navigate tax complexities to maximize your tax benefits and plan for long-term financial success.

Tax Audit Representation and Management

From beginning to end, we can manage any tax audits and represent you before the IRS to ensure a timely and thorough resolution.

Retirement Planning

Set yourself up for future success. Our comprehensive retirement planning services ensure you enjoy financial freedom when you’re ready to leave your career.

Cash Flow Planning

Life’s significant events require careful financial planning. Get personalized cash flow strategies so goals like purchasing a new home or unexpected expenses like medical emergencies can be met with confidence.

Education Funding

Get access to our team for insights that ensure sound financial decision-making. From setting up college savings plans to applying for scholarships, grants and loans, our guidance can help you and your family reach your educational goals.

Life Insurance Analysis

Our experts know how to develop strategies to safeguard your financial freedom through life insurance products. Minimize your tax implications while providing financial security for your family.

News & Insights

Alert
New Tax Law Update: What the OBBBA Means for Your Business
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OBBBA Signed into Law: A Breakdown of Key Tax Changes
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Senate Passes Major Tax Bill: Key Provisions and What’s Next
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Breaking Down the House’s Major Tax Package: What is in the One, Big, Beautiful Bill Act?
Read All Individual & Family Office Tax Insights

What Our Clients Say

“I have been a Moore Colson client for over 35 years. Our relationship has always been mutually beneficial, and I consider them my most trusted advisors.”

Hal L., Chief Financial Officer
Distribution Industry

The Moore Colson Individual and Family Office Tax Team

Get to know the experts ready to uncover new opportunities for you and your family. This team is built to help with a broad range of industry services in tax preparation, planning and analysis for individuals and their families.

Image of Adam Bateman
Adam Bateman
Partner
Image of Andy Starnes
Andy Starnes
Managing Partner
Image of Andrea Blanchard
Andrea Blanchard
Partner
Image of Phil Booth
Phil Booth
Partner
Image of Stephanie George
Stephanie George
Partner
Image of Rebekah Judge
Rebekah Judge
Partner
Image of Jonathan Levens
Jonathan Levens
Partner
Image of Steven Murphy
Steven Murphy
Partner
Image of Sydney Trew
Sydney Trew
Partner

Connect with our Individual and Family Office Tax Experts

It’s time to up your expectations. Get in touch today to see how Moore Colson can help.

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FAQs

What services does Moore Colson offer?

From compliance-related accounting work to tailored business advisory, we offer a comprehensive range of services so we can be the true partner your business needs. Our insights will give you the confidence you need to implement sustainable growth opportunities across tax and assurance compliance, to risk or transaction advisory.

What industries does Moore Colson serve?

We are experts in a variety of industries, serving clients in construction, real estate, manufacturing, healthcare, transportation, hospitality and more.

How is Moore Colson different from other firms?

We lead with a client-centered approach, offering personalized expertise that leads to long-term relationships. Our non-book-of-business model provides access to our entire team, so clients are always paired with the right experts to address their needs.

What types of clients does Moore Colson work with?

We serve a diverse client base, including mid-market businesses, Fortune 500 companies and high-net-worth individuals across many industries.

How does Moore Colson stay up-to-date with changing tax laws and regulations?

We pride ourselves on our forward-thinking approach. Our team of professionals actively monitors changes to implement innovative solutions across all of the industries we serve. We also maintain active memberships in professional associations and networks, such as PrimeGlobal, to stay current on industry trends.

Where is Moore Colson based?

We’ve had roots in Atlanta since 1981, where we started as a small business and have since grown into one of the largest independent firms in the United States. Now, we serve clients across Georgia and the rest of the country. In 2019, we launched Magnolia Trust Company in Chattanooga, Tennessee.

How experienced is Moore Colson?

Greg Colson and Jack Moore established Moore Colson in 1981 with a vision — to redefine accounting excellence. Today, we have a host of experienced partners and over 185 employees dedicated to serving our clients. We’re also recognized at regional and national levels, ranking in the Top 20 Atlanta Accounting Firms list by the Atlanta Business Chronicle and being named one of the Best of the Best Top 50 CPA Firms in America by IPA.