Tax Services & Expense Management

Aspiriant is one of the country’s most respected family offices.  We offer best-in-class income tax planning and compliance, as well as highly developed expense management and financial reporting.

Income Tax Planning and Compliance

We offer a full-suite of tax planning and compliance services to individuals, trusts, charitable entities, partnerships, limited liability companies, S corporations, and C corporations.

Whether you are selling your business, implementing a tax-sensitive investment strategy, or negotiating a new compensation package, we can help you focus on the most important tax-related issues, and provide advice in the context of your overall financial plan. Our tax services are unique in that our experts are also deeply skilled in optimizing the non-tax related issues that make the execution of these events more successful.

Services offered within the context of our tax planning and compliance capability include:

• State, local, and federal Tax Return Compliance
• Tax Projections and Estimated Taxes
• Sales and Use and Property Taxes
• Basis Tracking
• Audit Defense
• Mergers and Acquisitions

Expense Management and Financial Reporting

For many clients, we provide expense management and financial reporting services for both our individual clients as well as their business entities.

We use an expense management platform that is state-of-the-art in terms of identity protection and functionality, specifically designed to serve ultra-affluent families that have multiple entities and a complex chart of account needs. Using a secure web-based platform, these clients can access their personal bill-pay website at any time from anywhere, giving them a high degree of flexibility and freedom. The system makes it easy for clients, or their delegates, to approve each and every bill if they prefer, or to set parameters to have many of the recurring bills paid automatically if they meet pre-set criteria.

From a reporting perspective, the information gathered through our expense management process is combined with our portfolio accounting system data and used to generate financial statements, net worth statements, cash flow reports and other useful financial reports. The entire client service team uses this financial information to facilitate our detailed integration process.

Services offered within the context of our expense management and financial reporting capabilities include:

• Cash and Receipt Management
• Vendor Dispute & Resolution
• Bank Account Reconciliation
• Expense Trend Analysis