Eleni Sakkos Kalogiannis has over eight years of experience as a member of the Private Client Services group and works with wealthy families and their related businesses, trusts, private foundations, and other entities. She has experience with tax and financial matters impacting high net worth individuals, including income tax planning and compliance. Eleni’s primary practice areas are federal and state tax consulting and compliance for individuals, partnerships, fiduciaries, and charitable organizations as well as family wealth transfer and estate planning.

As an Enrolled Agent licensed by Internal Revenue Service, Eleni is authorized to represent taxpayers before all administrative levels of IRS, including revenue agent examinations, appeals and collection matters.