Who We Help

InTandem works with individuals and business owners that want an integrated wealth and tax solution. Our integrated approach typically results in paying less tax and therefore creating more investment opportunities. If you answer yes to any of the following questions, InTandem can help:

Are you an individual seeking:
  • Guidance to reduce your tax liability?
  • A successful and/or self-made individual that is paying too much in taxes?
  • Professional guidance regarding your employee benefits?
  • A firm that works with individuals or families that have a portfolio exceeding $500,000?
  • Financial guidance because you have received a large sum of money and/or are self-made?
  • A financial professional to help you navigate investing and financial planning?
Are you a business owner seeking:
  • A true holistic service model where the accounting, tax and Financial Advisory for your business (including the retirement plan) are all being handled by the same team under one roof?
  • Professional guidance to reduce your individual and business tax bill?
  • Help as you navigate the preparation of selling your business?
  • An integrated wealth and tax team that you can trust to manage your financial affairs?
  • Assistance to set your company up for success?
  • A competent team to manage the retirement of you and/or your senior employees?

Free Tax Return Review*

Wondering if you are paying too much in taxes? Contact us to start your free tax return review today!


*Free tax return review is available for qualified individuals only.