Tax Management

Professional Tax Preparation and Planning

You have unique circumstances that set you apart from other taxpayers.

Whether your situation is high household net worth, significant income, unusual income “bumps,” new wealth or other situations that brought you to Commerce Trust, you need a CPA with knowledge and training targeted to those circumstances.

Our tax team works with situations like yours on a daily basis and has the experience you require to make sure your tax needs are handled properly and with the level of attention they deserve.


As an integrated part of your Commerce Trust team, we have the ability to directly align your tax matters with your financial goals. We work as one team to deliver tax strategies tailored to your particular tax situation. 

Commerce Trust Tax Professionals:

Understand High Net Worth Clients

You face many complexities and are exposed to more financial risk through your tax returns.

Plan Holistically

While most tax professionals focus on tax compliance, we believe services should extend beyond just the major filing deadlines. We evaluate your particular tax situation as needed throughout the entire year.

Offer Convenience

We have the ability to assume much of the annual burden of gathering tax information and coordinating with other professionals or institutions.

Provide Personal Attention

Our team delivers personal attention and holds ourselves to high service standards from start to finish.

How Can Our Team Help You Today?

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