Accounting & Tax
Fewer taxes paid. No surprises. Complete compliance.
Integrated tax and accounting coordinates preparation, compliance, and proactive planning with your investments and financial plan - so every decision accounts for its tax consequence before it is made.
Tax Efficiency Is Not a Year-End Exercise.
It Is a Continuous Discipline.
At most firms, tax strategy happens in isolation - an accountant files your return in April, unaware of the investment decisions made in November. At Montreux, that disconnect does not exist. Our accounting and tax professionals work in direct coordination with your investment and planning advisors throughout the year, ensuring that every financial decision accounts for its tax consequence before it is made - not after.
The result is a tax position that is structurally optimized, not reactively managed. We identify opportunities others miss, prevent errors that others make, and bring a level of integration to your tax affairs that reflects the complexity of the financial life we manage alongside you.
Investments · Planning · Tax
"When your tax advisor and your investment advisor share the same information in real time, the savings are not incidental - they are structural."
- The Montreux Approach
Everything Your Financial Life
Requires. Nothing Overlooked.
Tax Preparation & Review
Individual, trust, estate, and entity tax returns prepared with precision - and reviewed against your broader financial strategy to ensure no opportunity for efficiency is overlooked.
K-1 Preparation
Timely, accurate K-1 preparation for partnerships, S-corporations, and other pass-through entities - coordinated across multiple holdings and tax years without disruption.
Tax Compliance Advisory
Ongoing guidance on federal, state, and local compliance obligations - including estimated tax payments, extensions, amended returns, and multi-state filing requirements.
Proactive Tax Planning
Year-round tax strategy that anticipates liability before it crystallizes - through harvesting, timing, entity structuring, and coordinated decision-making across your entire financial picture.
Bill Pay & Cash Management
Complete bill payment administration and household cash flow management, coordinated seamlessly with your investment portfolio and broader financial plan.
Cash Projection & Liquidity Planning
Forward-looking liquidity analysis to ensure the right capital is in the right place at the right time - across accounts, entities, and time horizons.
Partnership Accounting
Full accounting services for investment partnerships, family LLCs, holding companies, and other entity structures - maintained with the rigor they require.
Business Advisory Services
CFO-level guidance for privately held businesses - spanning financial reporting, capital structure analysis, strategic planning, and operational financial management.
Bookkeeping & Back-Office
Complete bookkeeping, financial statement preparation, reconciliation, and administrative accounting support - managed so you never have to think about it.
And whatever else your financial life requires.
The True Cost of
Disconnected Advisors.
Most high-net-worth individuals work with a patchwork of professionals - an investment firm here, a CPA there, perhaps a financial planner who checks in annually. Each professional is competent in isolation. But the gaps between them are where value quietly disappears.
Investment gains realized without tax coordination. Charitable gifts structured inefficiently. Estate plans that contradict portfolio titling. Retirement distributions timed without regard to marginal tax brackets. These are not hypothetical errors - they are the predictable result of advisors who do not share information.
At Montreux, your accounting and tax team sits at the same table as your investment and planning advisors. Decisions are made together. Opportunities are captured in real time. And the cost of disconnection is eliminated by design.
Year-Round
Tax Strategy
We do not wait for tax season. Your tax position is monitored and managed continuously, in coordination with every investment and planning decision.
Integrated
Across All Disciplines
Every investment recommendation is filtered through its tax consequence. Every planning strategy accounts for your tax position. Nothing is designed in isolation.
Precise
In Every Detail
From K-1 preparation to multi-state compliance, our accounting team brings the same level of rigor to the details that your investment team brings to portfolio construction.
A Tax Strategy That Works
All Year Long.
Our accounting and tax team is ready to review your current position and identify where integration can make an immediate difference.