Individual
GBQ has a long history of working with individuals and families—entrepreneurs, professionals and executives; young people working to build a solid financial future, and retirees working to protect the assets they have accumulated. Today’s fast-paced lifestyles leave little time for you to keep up with the increasing complexities of tax laws and regulations. We believe that it is our responsibility to be your advisor and your planner. More importantly, we believe that we should be good listeners. Only by listening well and discussing your short-term and long-term financial goals can we can help you to create a road map to achieving those goals.
Our relationship with you will span the entire calendar year, so that we can stay on top of changes in your financial situation and proactively look for tax planning opportunities. GBQ’s tax specialists understand that planning for the long-term is just as important as minimizing your taxes today, and can help you with gift, trust and estate planning that will protect your family’s wealth in the future.
“GBQ has provided strategic tax planning to Sterling Paper and me personally for over 5 years. The combination of an experienced team and close Partner attention has helped keep us abreast of new tax planning opportunities. The GBQ team is always there when we need to ask a question or get advice. I value GBQ’s knowledge of accounting and tax regulations, and their dedication to getting it right for my company and me.”
Bob Rosenfeld,
President,
Sterling Paper Company