TAX SERVICES
Precision preparation for individuals, businesses, & more
Strategic tax filing designed to protect your wealth and minimize liabilities—so you can focus on what matters most.
At NorthBridge Advisors, we go beyond basic compliance. Our tax preparation services combine technical rigor with proactive planning, ensuring every return maximizes opportunities while safeguarding against risk. Whether you’re navigating complex international holdings, multi-generational trusts, or a closely held business, we translate intricate tax scenarios into clear, optimized outcomes.
How We Serve You
Individual Tax Preparation
•Comprehensive individual income tax return
•Multi-state and expatriate filings
•Deduction optimization (charitable, property, business interests)
•Quarterly estimated tax strategies
Estate Tax Preparation
•Fiduciary returns and estate filings
•Gift tax strategies and lifetime exemption planning
•Trust administration support
•Coordination with estate attorneys and financial advisors
Business Tax Preparation
•Federal & state returns
•Payroll, sales, and local tax compliance
•Entity structuring to align with growth goals
•Mergers, acquisitions, and succession tax planning
International Tax and Transfer Pricing Studies
•Cross border compliance for expatriates, foreign assets and multinational entities
•Tax treaty optimization
•Transfer pricing and benchmarking analysis
Mexico Tax Preparation Services
Why Clients Trust Us
CPA-Reviewed Accuracy:
Every return undergoes senior-level scrutiny.
Proactive Mindset:
We identify planning opportunities during preparation.
IRS Advocacy:
Audit support included with every engagement.
Global Expertise:
Fluent in cross-border filings (FBAR, 8938, treaty elections).
