Business Details
Trusted Tax Planning & Compliance Services in Boca Raton
Elsa G Johnson PA is a tax practice dedicated to providing professional, personalized tax planning and compliance services to high net worth individuals and families. With decades of experience, we specialize in income and estate tax planning, offering family office services that address the complexities of wealth management. Our approach emphasizes long-term relationships, collaborating closely with clients' legal counsel, investment advisors, and other professionals to ensure comprehensive financial strategies.As a trusted firm in Boca Raton, we combine expertise with a team-oriented mindset to deliver tailored solutions. Our commitment to high standards, seasoned professionals, and client-centric service has earned us enduring client loyalty and respect within the South Florida business community.
Services
Tax Planning
Tax Preparation
IRS Representation
Estate Planning
Family Office Services
Highlights and features
- We offer over 30 years of experience in tax planning for high net worth individuals.
- Our team provides personalized family office services for complex wealth management needs.
- We collaborate with legal and financial advisors to ensure comprehensive client solutions.
- Our firm maintains a strong reputation for expertise in income and estate tax planning.
- We prioritize long-term relationships built on trust and tailored financial strategies.
Services
Tax Planning
Proactive tax planning services help minimize current and future tax liabilities through strategic analysis of evolving tax laws. We specialize in income and estate tax solutions for high net worth individuals, ensuring compliance while optimizing financial outcomes. Our approach integrates long-term wealth management goals with personalized, actionable strategies.
Estate Planning
Comprehensive estate planning facilitates orderly asset transfer, secures surviving spouses, and reduces tax burdens. We guide clients through trust creation, wills, and complex family entity structures to protect wealth across generations. Our expertise ensures compliance with evolving regulations while aligning with individual family needs.
IRS Representation
We provide expert representation before federal and state tax authorities, resolving audits, collections, and compliance issues. With decades of experience, we advocate for clients' interests during tax disputes, leveraging deep knowledge of tax code to achieve favorable outcomes while minimizing stress and liability.
Family Office Services
Tailored family office services address administrative complexities of multi-generational wealth. We coordinate financial, tax, and estate planning needs for families with substantial assets, facilitating communication between family members and advisors to ensure cohesive, long-term strategies for asset preservation and growth.
Tax Preparation
Accurate tax preparation for individuals, trusts, corporations, and partnerships using advanced software to ensure compliance. We handle complex filings for diverse entities, focusing on precision and efficiency while identifying opportunities for tax savings and strategic planning throughout the year.
People
Elsa G. Johnson
Managing Partner
CPA with over 30 years of experience in South Florida tax services, specializing in high net worth individual and business tax planning. Graduated from Florida Atlantic University, former Arthur Andersen professional, and founder of Elsa G Johnson PA.
Mindy Toback Seiden
Tax Manager
Tax Manager with expertise in compliance and planning, supporting clients with strategic tax solutions. Collaborates closely with high net worth individuals and families to ensure accurate filings and proactive financial strategies.
Questions
What tax planning services do you offer for high net worth individuals?
We provide customized income and estate tax planning strategies to minimize liabilities, including trust structuring, wealth transfer solutions, and compliance with evolving tax regulations.
How do you handle IRS or state tax representation?
Our team advocates for clients during audits, collections, and disputes with federal and state tax authorities, leveraging decades of experience to resolve issues efficiently and favorably.
What are family office services?
We coordinate complex wealth management needs for affluent families, including financial administration, multi-generational planning, and collaboration with legal and investment advisors.
Do you prepare all types of tax returns?
Yes, we handle individual, corporate, partnership, LLC, trust, and estate tax returns using advanced software to ensure accuracy and compliance with current regulations.
How do you support long-term client relationships?
We prioritize personalized service, proactive communication, and collaboration with clients' existing advisors to build trust and deliver consistent, tailored financial solutions.
