Accountants for High Net Worth Individuals for Due Diligence
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!"
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."
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!"
ECOM CPA
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"
CPA on Fire - Concierge Tax Strategy & Advisory
4 Client Reviews
"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
Anomaly CPA
2 Client Reviews
"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE. Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
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!"
Conscious Accounting
1 Client Reviews
"Nicole and her team have been with us throughout our growing pains, always available to help us solve our unique challenges. They regularly keep us updated on changes, updates or new tax codes. They are always quick to respond to any of our questions and have not failed to give us great advice and guidance."
Revel CPA
1 Client Reviews
"I couldn't recommend Revel more highly. The entire team is knowledgeable, communicative, and professional in every interaction. I recently had a tax matter that was difficult to resolve and Martin, the CEO, personally stepped in to help and ensure it got solved. Don't hesitate in bringing Revel on as your advisors."
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.
Showing 1 - 10 of 13 results
FrequentlyAsked Questions
How much money qualifies as high net worth?
A high-net-worth individual (HNWI) typically has at least $1 million in liquid financial assets. Ultra-high-net-worth individuals (UHNWIs) hold $30 million or more. Most tax planning and estate services for HNWIs begin around the $1M threshold.
What services do high-net-worth accountants provide?
In addition to tax preparation, HNW accountants specialize in proactive tax planning, estate and gift strategies, charitable trusts, investment analysis, and family office coordination.
How much does a high-end CPA cost for HNW services?
CPAs who serve high-net-worth clients often charge $300–$500/hour, or offer ongoing advisory retainers that range from $10,000 to $50,000+ annually depending on scope.
What’s the difference between a regular accountant and a high-net-worth specialist?
HNW specialists are equipped to handle complex investment portfolios, trusts, private foundations, and tax scenarios involving multiple states or countries. They also coordinate with estate attorneys, wealth managers, and private bankers.
How do I find the right accountant for my high net worth situation?
Look for someone with direct experience supporting clients at your asset level, especially those offering family office services, estate strategies, and multi-entity tax structuring. Start by reviewing professionals on Sam’s List.
What Does a High Net Worth Accountant Actually Do?
High-net-worth accounting is not just about compliance—it’s proactive, strategic, and deeply personalized. These professionals bring expertise in the following areas:
Advanced Tax Planning & Minimization
Use trusts, tax-loss harvesting, entity structuring, and charitable deductions to reduce exposure on investment, real estate, and business income.
Estate & Gift Tax Strategies
Collaborate with attorneys to preserve wealth, pass assets efficiently, and avoid estate tax penalties using trusts, gifting plans, and charitable foundations.
Family Office Services
Manage every aspect of wealth, from bill pay and investment oversight to multi-generational planning, reporting, and legacy coordination.
Charitable Giving & Philanthropy
Create structured donation strategies that align with personal values while optimizing tax advantages.
Global Income & Cross-Border Taxation
HNWIs with international ties need accountants who understand foreign asset reporting, FBAR, FATCA, and dual residency tax implications.
Advanced Tax Planning & Minimization
Use trusts, tax-loss harvesting, entity structuring, and charitable deductions to reduce exposure on investment, real estate, and business income.
Estate & Gift Tax Strategies
Collaborate with attorneys to preserve wealth, pass assets efficiently, and avoid estate tax penalties using trusts, gifting plans, and charitable foundations.
Family Office Services
Manage every aspect of wealth, from bill pay and investment oversight to multi-generational planning, reporting, and legacy coordination.
Charitable Giving & Philanthropy
Create structured donation strategies that align with personal values while optimizing tax advantages.
Global Income & Cross-Border Taxation
HNWIs with international ties need accountants who understand foreign asset reporting, FBAR, FATCA, and dual residency tax implications.
Not sure who’s right for you as a high net worth individual? Answer a few quick questions, and we’ll introduce you to someone who fits.
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