Tax Services
Have your personal and trust taxes done with care and precision by our on staff CPA.
Why Private Asset Management?
Tamara Ballensky, CPA provides tax services to individuals and estates.
In addition to tax return preparation, Tamara is available to discuss tax situations and assist with investment tax planning. By evaluating a PAM client’s tax situation, a more personalized investment plan can be made to meet the individual’s needs. This service extends into assisting PAM with evaluating not only equity and bond investments, but also business transactions and other personal situations. Tamara also works in conjunction with outside tax professionals retained by PAM’s clients to meet our mutual clients’ specific needs.
Our Tax Services
The services offered include:
Tax return preparation and filing
Tax analysis
Tax planning
Ready to get started?
Our experienced team is here to provide you with best-in-class Tax Services. Get in touch to find out more.