Accountants for High Net Worth Individuals for Sales Tax
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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."
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.
Scale confidently – our clients see a 313% higher survival rate.
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 10 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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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.
