Accountants for HENRY (High Earners Not Rich Yet) for Tax Planning & Strategy
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Featured Accountants
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
Accountants
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
13 Client Reviews
"Everything has been easy, professional, and straight forward."
11 Client Reviews
"Working with Kellan has been a great experience. She is thorough, patient, and always willing to answer questions in a way that makes you feel informed rather than overwhelmed. She is so knowledgable and transparent, and I can tell she has a genuine desire to help. I feel so supported and understood every step of the way. I couldn’t recommend her more."
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
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."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
1 Client Reviews
"Our experience with The SaaS Bookkeeper has been fantastic. The bookkeeping process is effectively streamlined, requiring minimal input from my team and me. Their team is superbly responsive and immediately addresses my questions, and they even accommodate my occasional, short-notice expedited closing asks."
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.
CPA on Fire is a concierge-level tax advisory firm led by former Big Four accountants, delivering proactive, forward-thinking strategies that go far beyond traditional accounting to support the growth and success of ambitious business owners & founders.
Showing 1 - 10 of 16 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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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
