Our Expertise

Tax Preparation & Consulting


At Seaport Financial Partners, we provide tax preparation and strategic tax planning advice.  From individual returns to businesses and fiduciaries, we are able to accommodate our diverse client base in all of their tax matters.  We not only ensure accuracy in the preparation of our clients’ returns, but also strive to add value by exploring opportunities to maximize tax savings. 





  • Individual Income Tax

  • Business Tax (Corporations, Partnerships, LLCs)

  • Fiduciary Tax (Trusts & Estates)

  • International Tax (Foreign Income & Asset Reporting)

  • Non-Profit Organizations & Private Foundations

  • Tax Research & Opinions

  • IRS Representation


We recognize that high net worth clients often face more complicated tax and planning issues.  To complement our tax compliance services, we utilize our background and experience to provide tax planning strategies to assist in growing and preserving wealth. We have an established network of trusted advisors (financial, legal & insurance) and also work closely with our clients’ existing teams to address all of their needs in a seamless manner.


High Net Worth


  • Income Tax Planning

  • Quarterly & Year-End Projections

  • Stock Options, RSUs & ESPP

  • Roth IRA Conversions

  • Charitable Giving

  • Gift Tax & Wealth Transfer 

  • AMT Planning

Accounting & Bookkeeping


From start-ups to established firms, businesses rely on accurate and insightful information in order to maintain profitability and capitalize on new opportunities.  Compiling this information can be complicated and time consuming.  At Seaport Financial Partners, we help our clients stay organized and assist with financial reporting to alleviate the day-to-day burden of accounting & bookkeeping.




  • Accounting & Bookkeeping

  • QuickBooks

  • General Ledgers & Bank Reconciliations

  • Financial Statements

  • Cash Flow Analysis & Projections


Due to the ever changing Federal, State and Local reporting requirements, maintaining payroll compliance can be cumbersome.  In addition, many of our clients collect and submit sales taxes in several states. We assist our small businesses in processing their payroll needs, preparing the necessary payroll forms required, and preparing sales tax returns in an efficient and timely manner.



Payroll & Sales Tax Services


  • 1099 & 1096 Processing

  • W-2 & W-3 Preparation 

  • ​Sales & Use Tax Preparation

Business Formation & Succession


Starting a new business can be an exciting yet challenging time for an entrepreneur. One of the first obstacles a business owner may come across is the type of business structure to form. At Seaport Financial Partners, we want to develop and grow with our clients.  We walk our business owners through the advantages and disadvantages of the various business structures and work with them to choose a structure that addresses their objectives, and sets up the business in a tax-efficient manner.  When the appropriate time arrives, we provide continuity and assist with the deliberate or unexpected succession of this business through sale, inheritance, or termination.




  • Business Formation Consulting

  • Entity Selection

  • Tax Efficient Structuring

  • Business Sale & Succession Planning

  • Tax-Advantaged Business Transfers