• Tax & Consulting

    Stress-Free Solutions

Tax & Consulting

Stress-Free Solutions for Tax Planning and Preparation

Our integrated tax and consulting services are designed to seamlessly align with your overall wealth management strategy, ensuring proactive planning, accuracy, and peace of mind. Discover how we can help simplify your financial life today.

What We Offer:

  • Tax Expertise

    Federal and state tax returns, proactive tax planning, and compliance services.

  • Streamlined Bookkeeping

    Tailored for family offices and small businesses to keep your financial records organized and accessible.

  • Collaborative Approach

    Greater efficiency with a seamless flow of information between your wealth advisor and tax professional.

  • Estate and Trust Valuations

    Comprehensive services for planning, settlement, and administration.

  • Estate Strategy and Settlement Services

    Personalized Support and to handle complex financial and legal needs.

Are you ready to reach your financial goals?

Let’s have a conversation

Coldstream Holdings, Inc. is the parent company of Coldstream Tax & Consulting Services and its related entities. Hersman, Serles, Almond, LLC and Harrison Berkman Claypool & Guard, PLLC both do business as Coldstream Tax & Consulting.