Services

High-quality, personalized service ensures that all tax planning strategies are executed properly

Gettry Marcus provides tax and advisory services to an array of corporate and non-corporate clients. This includes partnerships, corporations, big or small businesses, trusts and estates, tax exempt organizations such as churches and charities, and high net worth individuals and their families.

For many of our clients, almost every business or investment decision is driven by their tax implications. Our team knows exactly how to guide our clients through that process and offer them the vision and specialized expertise to help them make strategic choices and seize opportunities. We help our clients design a comprehensive outline for attaining any financial objectives, and personally walk them through the steps to reaching their goals.

Our clients rely on our extremely professional, hands-on expertise to help them implement financial and business strategies that are as beneficial to them as possible, and suited to their personal, individual needs. Our tax professionals analyze the current status of all of our clients’ investments, insurance, estate plans, and retirement goals for dissection and recommendations for improvement. Our Tax Services Group is well trained and highly skilled in these areas, and is able to provide expert tax advice to our clients that is well thought out and accounts for all needs and circumstances.