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Tax services

Goldman Sachs Personal Financial Management offers access to tax-preparation and filing services, complementing the tax-planning delivered by our advisors.* These tax-preparation services can provide a more complete understanding of your overall financial picture, enabling our advisors to more efficiently incorporate tax-planning strategies into your financial plan, potentially reducing your tax bill. These services also potentially save you time from having to search for tax preparers.

Our financial advisors can help you navigate Goldman Sachs’ resources from additional areas such as wealth strategies, estate planning, tax planning, investments and insurance. Moreover, they can also coordinate across other service providers, serving like your personal CFO and reviewing the impact every decision has across different areas of your financial life.

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Legal services

The digital age creates management information challenges in cyberspace. Personal safety and the integrity of your financial and personal affairs is paramount.

Our partnered services include online reputation and privacy management, email security, credit reporting, password and document management, cyber and identify theft insurance, probate avoidance, non-disclosure agreements, home network vulnerability testing, disaster recovery and management, banking and credit card safeguards and litigation support.

Tax-preparation and filing services are offered by select third-party providers who may incur additional fees.


*Goldman Sachs PFM does not provide tax, legal and accounting advice and recommends clients obtain their own independent advice based on their particular circumstances.

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