Trust Solutions built around private clients

A connected team of passionate solvers bringing you assurance and tax services tailored for your vision, growth and where you’re going next

Creating community and value through connection

Quality. Efficiency. Innovation. We know it’s about all that and more for private clients like you. So we work to deliver a dedicated, personal approach, built around you. That means we bring the right people and technology together to help you stay compliant, agile and resilient while spotting risk and uncovering new opportunities. 

Assurance services

You need an innovative, efficient, AI-powered approach to your audit that’s not only tailored for your business but is built on the inherent differences between public companies, PE firms, family business and other private clients. One that delivers quantifiable value and financial statement assurance.  

See how you can build trust with your stakeholders

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PwC’s Raymond Cheung speaks to harnessing data analytics, data visualization and automations to help solve the complex challenges of private companies.

Tax services

Helping to ensure that you stay compliant with local, state, federal, and international tax laws is a complicated undertaking. But it’s what we specialize in. We have a deep understanding of the tax environment and can look at your data to spot risks and uncover new opportunities. We work year-round to keep you apprised of any new tax laws or developments that may impact cash flow and risk management. 

Stay compliant, agile and resilient

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Shawn Panson

Shawn Panson

Private Leader, PwC US

Shari Forman

Shari Forman

Tax Compliance & Private Tax Services Leader, PwC US

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