Private Client Services
TAX PLANNING
Strategic Tax Guidance for Life's Milestones
Private Client Services offer a holistic and highly personalized approach to tax and financial planning for high-net-worth individuals, families, and their closely-held businesses. It goes beyond standard tax preparation to address the complex interplay between personal wealth, business interests, and long-term family goals.
Life’s major milestones—such as marriage, children, business succession, and retirement—bring significant financial implications. Our Private Client Services offer objective, strategic guidance to help you make informed decisions, protect your assets, and build a legacy at every stage of life. By implementing tax-efficient strategies, you can preserve your family’s wealth for future generations and benefit from a financial roadmap tailored to your unique needs and long-term ambitions. Proactive planning allows you to manage tax exposure related to investments, charitable giving, and major life events. With clear and unbiased advice, you and your family can navigate complex and emotional transitions with greater confidence.
Contact Us
“I have trust in the people we work with at PBMares. They consistently provide excellent service and can always be counted on for accurate answers to all of our business or personal accounting questions.”
“I work with PBMares because I’ve been impressed with the knowledge and thoroughness they’ve demonstrated in the more than 10 years we have worked together. PBMares has made a positive impact with what can be considered especially complex situations. I’m involved with over ten corporate entities and PBMares is very knowledgeable in advising me of important tax considerations and impacts to my tax return each year. I can’t imagine working with anyone else going forward.”
“PBMares works collaboratively with our legal and investment advisors to provide us with holistic, forward-looking guidance, especially in the area of inter-generational planning. They listen thoughtfully to our objectives and help us plan carefully to achieve them by means of establishing a family foundation and trusts for our grandchildren. We truly feel PBMares is invested in our success, and we in theirs.”
Strategic Insights
What the OBBBA Means for M&A Transactions
The OBBBA is reshaping the M&A landscape with tax reforms like bonus depreciation and expanded QSBS exclusions.…
Tax Alert: IRS to Phase Out Paper Tax Refund Checks for Individuals
Starting for 2026 tax filing season, the IRS will phase out paper tax refund checks, transitioning to faster and more secure refunds.…
Tax Alert
OBBBA: Decoding Tax Reform and Strategic Impacts
This webinar uncovers the major changes introduced by the One Big Beautiful Bill Act (OBBBA). Gain essential insights into the legislation’s…
Webinar
IRS Drafts New Schedule 1-A for Tax Deductions on Tips, Overtime, Car Loans, and Seniors
The IRS’s new Schedule 1-A draft simplifies reporting for four OBBBA deductions, including tips, overtime, and car loan interest.…
ArticleMeet the Team
Christopher Lemley
Tax Service Line Leader
Norfolk
Daniel Chenoweth
MPA, CPA
Partner, Credits & Incentives Team Leader
Newport News
Maura Lange
CPA
Partner
Rockville
Charles Dean Smith, Jr.
CPA
Partner, Franchise Team Leader
New Bern
Edward Yoder
CPA, MSA
Partner
Harrisonburg