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Personalized solutions for your goals.

Throughout your lifetime, your financial goals and objectives will change. Regulatory and legislative updates may bring new tax liabilities and risks. Wealth transfers, merging or dividing households and day-to-day financial management also present obstacles to the financial legacy you want to leave behind.

CBIZ tax and consulting professionals understand the environment in which you operate. For more than 30 years, we have helped individuals and their families to maximize the opportunities they face while minimizing their tax burden. We combine our expertise in the individual sector with the acumen we’ve accumulated from helping industry groups to bring our clients the best practices they need to meet their goals. Our team assists with the range of situations and planning challenges you may encounter, from family office services and estate planning to expatriation concerns. Through our industry-recognized approach to client service, we bring you customized strategies to address your concerns and aspirations.


  • Estate Planning & Wealth Transfer: We address your unique tax minimization needs and formulate strategies to transfer wealth through the generations of your family.
  • Expatriation: Tax professionals at CBIZ help you comply with foreign tax rules and regulations. We also negotiate with your employer to establish clear and fair compensation policies while you are working abroad.
  • Family Office: Bill paying, accounting and investment oversight and risk management number among our services for individuals and their families.
  • Marital Dissolution Services: The merging or separation of a household presents unique financial opportunities and challenges.
  • Tax Return Preparation: We work closely with you to prepare and file your tax return in compliance with financial reporting regulations.
  • Valuation: Our professionals value interests in closely held businesses to help with estate planning and also provide valuation of securities and discount studies to assist with business transitions.
    *CBIZ, a business consulting, tax and financial services provider, works closely with MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm that provides audit, review and attest services. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.