Private Client Services
Michael Silver & Company CPAs goes well beyond the typical CPA firm in meeting and exceeding the specific needs of individuals, families, and closely-held businesses. Our Private Client Services (PCS) team is dedicated to providing personalized services ranging from basic accounting concierge services to complex wealth management services. Our accounting concierge services focus on managing personal banking, bill payment and check writing, document gathering, and retention, including tax documents. Our wealth management services concentrate on charitable planning, estate planning, trust administration, retirement and benefit guidance, and succession planning.
Our PCS team of accounting, tax and consulting professionals work closely with our clients to identify their unique needs and outline a service approach that provides the most appropriate level of guidance. We execute our services and plans in close collaboration with attorneys, bankers, and other professionals, to help ensure that every aspect of our client's goals is addressed and achieved. We can act as your representative, for a single transaction or an entire plan, coordinating meetings and other activities with your professional team. We strive to make our clients’ lives easier by providing a comprehensive yet individualized service designed to meet personal goals and objectives on a timely basis.
We are dedicated to seamlessly providing you with the services required to achieve your personal and business financial goals and to make well-informed decisions. We will personally supervise the management and growth of your assets. Your team will be committed to your personal satisfaction.