Tax Counsel for Highland Park

Highland Park has long been home to accomplished professionals, established families and owners of thriving businesses. Their tax lives are rarely simple, and they deserve a CPA who treats them that way.

William D. Briggs has prepared returns and advised North Shore taxpayers for four decades.

Personal Returns for Complex Financial Lives

We prepare individual returns that involve investment portfolios, rental and second-home property, partnership income, trusts and retirement distributions.

Every return is prepared by Bill Briggs himself, from your original documents. He doesn’t rely on tax software to get it right on its own. When the software lags behind current law, as it sometimes does, he knows where to look and what to correct.

When You Split the Year Between Two States

Many Highland Park families now spend part of the year in Florida or Arizona, and some are weighing a change of residency. Where you are considered a resident, and when, can change how much tax you owe and to which state.

These are decisions best made with a CPA before the move, not explained to one afterward.

Business Owners and Professionals

For owners and professional practices, we prepare business returns and the financial statements that banks and partners rely on, built from your bookkeeper’s records.

Estates, Trusts and Inheritance

When a parent passes or a trust must be settled, the returns that follow can be unfamiliar and time-sensitive. We prepare estate and trust returns with care and walk families through what is required.

How We Work

Meetings are held by phone, Zoom or Teams, as you prefer, and all are by appointment only. Documents are exchanged by secure arrangement. Both practices protect the privacy of every client we serve.

You will work with Bill Briggs directly, every time.

We put our resources into the work, not the trimmings. That is what our clients notice.