 Individuals face a wide array of financial questions in the quest for long-range financial security. Our team helps clients design a comprehensive plan to reach their financial objectives. Grassi analyzes the current status of clients’ investments, tax, insurance, retirement and estate plans. We dissect each component and make recommendations for improvement. Because the elements of a sound financial plan are interwoven, the Grassi team regularly monitors the plan and assists in making modifications that reflect clients’ changing needs, goals and priorities.
Grassi & Co. provides the following Tax Compliance & Consulting services: For Closely-Held Business & Owners:
- Commercial Building Tax Deductions for AEDs
- Cost Segregation Studies
- Income Tax Planning & Projections
- International Taxation
- LIFO Consulting Services
- R&D Tax Credits and Incentives
- State & Local Taxation
- State Tax Credits
- Succession Planning
- Tax Controversy
- Tax Credits & Incentives
- Tax Return Compliance
- Tax-Exempt Business
- Transaction Advisory
For High Net Worth Individuals:
- Bankruptcy & Insolvency
- Charitable and Gift-Giving Strategies
- Estate Planning
- Family Wealth Services
- Financial Administration
- Income Tax Planning & Projections
- International Taxation
- Investment Strategies
- Retirement Planning
- State & Local Taxation
- Tax Controversy
- Tax Credits & Incentives
- Tax Return Compliance
- Transaction Advisory
- Trusts & Estates
CLIENT TESTIMONIALS: Click here to see what some of our clients have to say about working with us.
UPCOMING EVENTS: Click here to see our upcoming events. | 
