We have a passion for helping families reach their business, financial, and personal goals. To do this, we offer highly personalized tax compliance and planning solutions that are custom-tailored to each of our client’s unique financial objectives. We understand the complexities of high net worth tax planning and compliance like few other firms.
We provide sophisticated tax compliance services for high net worth individuals and businesses alike, with an expert understanding of the implications of ever-changing tax laws and legislation.
We have a passion for helping people achieve their short- and long-term financial objectives. We analyze each issue, formulate solutions, and recommend the steps that will help you get there.
ESTATE + WEALTH PLANNING
We strive to understand your personal, family, and business goals, so our recommendations can be sensitive to your needs and aspirations. Few firms provide our level of expertise and understanding.
FAMILY OFFICE SERVICES
We offer a suite of services to assist your family office on an outsourced basis. Bookkeeping, bill payment, CFO services, and risk management guidance are just a few of our expert offerings.
We offer extensive expertise in entity structuring, working closely with your attorneys to ensure sensible, tax-efficient solutions that are custom-tailored to the unique needs of your business.
MERGERS + ACQUISITIONS
Working closely with your legal counsel, we review the tax implications of each transaction. Our pre-acquisition planning and due diligence assistance prevent surprises and unnecessary delays.
We’re expert tax professionals, so you don’t have to be.
JD, LLM, CPA
Allen has over 25 years of experience focused on tax planning and compliance for wealthy individuals and family groups, along with their businesses and trusts. With a passion for helping families reach their financial, business, and personal goals, Allen serves as the family CFO for many of his clients. He is expert at coordinating the delivery of services from investment, estate planning, and legal advisors. Prior to opening Reibman, Allen led the Private Client Services Group for one of the country’s largest accounting firms. He also has extensive experience as a legal writer and editor, specifically covering tax law issues. Allen holds a Master of the Laws in Taxation from Chicago-Kent College of Law, Illinois Institute of Technology and a Juris Doctor from Northern Illinois University College of Law.
Tiffany has significant experience handling the tax implications of complex merger and acquisition transactions, and she provides sophisticated tax planning, compliance, and advisory services to Reibman’s clients. Tiffany also plays a key role in business and staff development. Before joining Reibman, Tiffany worked at a large national accounting firm, where she advised on numerous M&A transactions ranging in size from $5 million to $400 million. Tiffany holds a BS in Accountancy from San Diego State University.
With over 30 years in public accounting, Teri brings a broad base of experience to Reibman’s clients. She oversees both the compilation and bookkeeping service offerings. She has been with Reibman since the firm’s founding and is integral to the management of the firm. Teri holds a BS in Business with concentrations in Accounting and Finance from California State Polytechnic University at San Luis Obispo.
Carrie manages client engagements, coordinating with upper management and staff on the delivery of Reibman’s services. She is expert at dealing with tax controversy issues at the federal, state, and local levels. Before joining Reibman, Carrie spent several years at a large national accounting firm, where she worked on complex tax compliance and planning engagements. Carrie graduated from San Diego State University with a BS in Business Administration (Accounting).
We’re looking for a new generation of tax experts who share our unique values. To learn more, send your resume and cover letter to firstname.lastname@example.org.