Accountants for HENRY (High Earners Not Rich Yet) for Payroll Services
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Featured Accountants
Steady Co - Accounting, Tax & Fractional CFO
13 Client Reviews
"Everything has been easy, professional, and straight forward."
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Bookkeeper360
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Accountants
Iota Finance
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
Steady Co - Accounting, Tax & Fractional CFO
13 Client Reviews
"Everything has been easy, professional, and straight forward."
Solopreneur Tax
9 Client Reviews
"Excellent experience and would recommend to others. I'm not sure why anyone works with big firms anymore when you can have full confidence that you will get great expertise and service likes this."
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Bookkeeper360
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Grace CPA Services
2 Client Reviews
"Great experience. She was fast. Not pushy even though I moved a bit slow and always helpful. I will definitely be working with Stephanie again."
Zhong & Sanchez
1 Client Reviews
"Our experience has been phenomenal. Approachable, yet professional. Competitive pricing, broad expertise, immediate solutions, and love how they are leveraging AI and software like Kick.co"
Purewater Financial
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
Red Bike Advisors
Red Bike Advisors is on a mission to help small business owners and medical practice owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.
Heritage CPAs, PLLC
Our firm looks for active and ongoing engagement with our clients and seeks to be a partner in long term growth and success.
Showing 1 - 10 of 17 results
FrequentlyAsked Questions
Q1: What does HENRY mean in finance?
HENRY stands for High Earner, Not Rich Yet—typically someone earning $150K–$500K annually who hasn’t built long-term wealth yet due to taxes, debt, or spending.
Q2: Do HENRYs need a tax-focused accountant?
Yes. HENRYs are in the best position to save on taxes and accelerate wealth—but only with the right strategy. An accountant can help reduce your tax bill and plan smarter.
Q3: What tax strategies help high-income earners save money?
Maxing out pre-tax retirement plans, using a backdoor Roth IRA, tax-loss harvesting, AMT planning for stock options, 83(b) elections, and setting up an LLC or S Corp for side income.
Q4: How do I find the right accountant if I’m a HENRY?
Search for accountants who specialize in high-income earners, equity comp, and wealth-building. Ask about experience with RSUs, backdoor Roths, and cash flow strategy.
What Does an Accountant for High-Income Earners (HENRYs) Do?
These accountants specialize in helping high earners build wealth before they reach “rich” status. Key services include:
Tax Planning for High Earners: Reduce taxable income through 401(k)s, backdoor Roth IRAs, HSAs, and tax-loss harvesting.
Equity Compensation Guidance: Help with RSUs, ISOs, NSOs, AMT exposure, and 83(b) elections.
Capital Gains Strategy: Minimize taxes when selling investments, real estate, or stock.
Budgeting & Cash Flow for Wealth Building: Prevent lifestyle creep and allocate income toward savings, debt payoff, and investments.
Entity Setup for Side Income: Optimize taxes for LLCs, S Corps, or consulting income.
Financial Integration: Coordinate with financial advisors for long-term planning.
QSBS & Advanced Planning: Support for Qualified Small Business Stock exclusions and other advanced tax strategies.
Tax Planning for High Earners: Reduce taxable income through 401(k)s, backdoor Roth IRAs, HSAs, and tax-loss harvesting.
Equity Compensation Guidance: Help with RSUs, ISOs, NSOs, AMT exposure, and 83(b) elections.
Capital Gains Strategy: Minimize taxes when selling investments, real estate, or stock.
Budgeting & Cash Flow for Wealth Building: Prevent lifestyle creep and allocate income toward savings, debt payoff, and investments.
Entity Setup for Side Income: Optimize taxes for LLCs, S Corps, or consulting income.
Financial Integration: Coordinate with financial advisors for long-term planning.
QSBS & Advanced Planning: Support for Qualified Small Business Stock exclusions and other advanced tax strategies.
Not sure who’s right for you as a HENRY? Answer a few quick questions, and we’ll introduce you to someone who fits.
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