Services For Individuals and Families

Tax, Estate and Trust Planning for High-Net-Worth Individuals and Families

Our high-net-worth tax advisors provide comprehensive strategies to reduce tax burdens, preserve and transfer wealth, and align your financial goals with successful generational outcomes. We support clients across the Coachella Valley and Greater Palm Springs, and the Inland Empire with integrated tax strategy and compliance, estate and trust planning and compliance, and investment strategy.

When finances become more complex – multiple entities, equity awards, real estate, trusts, and more – reactive tax prep isn’t enough. With a keen emphasis on diligently working to minimize your tax burden, Healey & Associates provides structured, year‑round guidance that anticipates issues and keeps you in control.

See our full suite of services below.

Core Services for Individuals

Tax Planning & Preparation

Year‑round planning and accurate filings for individuals and families with complex income sources, investments, and pass‑through interests.

Estate & Trust Tax Preparation

Guidance and preparation for estate, gift, and trust matters to facilitate orderly transfer of assets and minimize tax exposure.

Estate Planning

Coordinate with your legal counsel to design plans that protect family priorities, continuity, and tax efficiency.

Financial Planning

Decision support at every life stage; strategies that integrate tax with goals such as education, liquidity, and risk.

Retirement Planning

Build, implement, and review strategies that support financial independence throughout retirement.

IRS/FTB Representation

Notices and examinations handled with a calm, documentation‑first approach.

Asset Protection

Evaluate structures (e.g., family partnerships, trusts) that help safeguard assets within legal and tax frameworks.

Debt & Financing Services

Evaluate and secure financing or consolidate debt at a manageable level aligned with your broader plan.

Consulting Services (as needed)

Sounding‑board support, KPIs, systems/process improvements, and growth planning.

Are You a Business Owner?

See For Businesses for coordinated entity planning and compensation strategies.

Management Advisory & Business Consulting