Accountants for High Net Worth Individuals

Nationwide

Experience better bookkeeping and pay less taxes.

Victor Ochoa

Client for 1-2 years

Aug 16, 2024

Manager

"Thank you to the Lemoti team for helping me stay on top of my finances and ensuring I'm maximizing my post-tax earnings for retirement. I used to worry...

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Private Tax Solutions

Nationwide

We are a full-service tax and accounting firm that offers a broad range of services for business owners...

Sara Barlow

Client for 1-2 years

Jul 31, 2024

Director of HR, Bookkeeper and Corp Travel Manager at GMPKit LLC

"Private Tax Solutions is incredibly helpful, responsive and great to work with. They help us with our personal and business taxes. When we started a new business in...

Worked with Donald Hayden and his wonderful Team

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OLarry

Nationwide

Tax and Accounting Services

Zach Bruhnke

Client for 0-3 months

Jul 18, 2024

Co-Founder & CEO @ MBI

"OLarry is the accounting platform I have wished for since what feels like the beginning of time. They strike an excellent balance between personal touch and technology and "

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Wander CPA

Nationwide

Provide tax planning and preparation for small to medium sized businesses.

Isaac Cooper

Client for 0-3 months

Sep 27, 2024

Artist

"Wander CPA has been an absolute game-changer for me. Managing taxes, financial reporting, and compliance used to feel overwhelming, but they’ve made everything so...

Worked with Michael

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Ralph & Ralph

Nationwide

No more chasing your accountant - build a tax-efficient foundation with 360° of proactive, personalized...

Winslow Marshall

Client for 1-2 years

Jul 30, 2024

Owner of Neoteric Brands

"The Ralph & Ralph team has been amazing to work with. We've turned to them for both tax & accounting support. Their team is thorough, responsive, and helpful. I'd highly re"

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Preceding Point

Nationwide

Preceding Point specializes in individual and small business taxes, bookkeeping, payroll and financial...

Chris Fohlin

Feb 12, 2024

"been a client for a few years now. They find opportunities past companies did not and they teach along the way!"

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McCarthy Tax Preparation

Nationwide

Making Equity Compensation Less Taxing

Colson Strategies

Empowering your business with top-tier bookkeeping, Controller, and CFO services—because your...

Builders Tax Group, LLC

We help construction businesses minimize their tax liabilities, maximize their profits, and free up their time.

Yap Financial

I help business owners and real estate investors save taxes and keep more of their earnings...

United Tax Advisors

Tax strategies to help property owners and real estate investors reduce taxable lability and accelerate...

TD SMITH TAX LLC

Our firm combines tax expertise with financial planning to offer a unique, all-in-one approach—helping...

Piggy Banker

We offer fractional CFO services for those past the need for just a "basic bookkeeper".

Pie Financial

We are a small but mighty U.S. based team providing bookkeeping and fractional CFO services for...

Ledgered

Bookkeeping without the extra baggage. Straightforward, transparent, and tailored to fit your business...

Lakepointe CPA

I help small business owners and high net worth individuals understand their books, grow their business...

Farness Tax Prep

Farness Tax Prep combines the expertise of a large accounting firm with the personalized service and...

Windsor FPO

We are a bookkeeping and accounting company founded by a Canadian and UK Certified CPA

Nimbl

Nationwide

We provide freedom for business owners as their fractional accounting, finance, and tax team...

Matthew Roberts

Client for more than 4 years

Apr 26, 2024

President at Savvi Legal

"If you're looking for the right blend of efficiency, accuracy, and responsiveness, I highly recommend Nimbl. We've been a happy...

Worked with Dave Olsen & Shane Rowley

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+13

STAXX

Nationwide

Fractional CFO + Full-Service Accounting for Online Business Owners

Presley Presley

Client for 3-12 months

Mar 7, 2024

Making Videos

"Highly professional and communicative. Cannot say enough good things about these guys "

Worked with Alex and Dylan

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+7

Iota Finance

Nationwide

Expert tax, accounting, and fractional CFO services for small businesses, startups, and entrepreneurs.

Vania Portilla

Client for 3-12 months

Aug 4, 2024

CEO at VCREATIVE Miami

"Igor has been absolutely phenomenal! One of my struggles during my first 5 years of business has been finding a CPA that is organized...

Worked with Igor

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DG CPAs

Nationwide

Forward-Thinking, Modernized, White-Glove Tax Preparation and Consulting Services by Trusted...

Richard Zazo II

Client for 0-3 months

Mar 9, 2024

CEO at Matter

"Incredibly experienced. Highly recommend working with his team of experts for any customized needs or solutions."

Worked with Guido

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Good Measure

Nationwide

Good Measure is a systems driven, highly relational bookkeeping firm for $500k - $20MM organizations

Dylan Robinson

Client for 2-4 years

Aug 7, 2024

CEO/Founder at Haven Vacation Rentals

"We have had the pleasure of working with Good Measure for the past four years, and our experience has been nothing short of exceptional...

Worked with Ben Curtis & Joe Carufe

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Track

Nationwide

A long-term partner for individuals & businesses ready for a professional to handle their taxes, accounting...

Tyson S. Lawrence

Client for 3-12 months

Jul 30, 2024

CEO @ Diablo Freight Ventures, Inc.

"Jesse is outstanding—highly efficient, meticulous, and proactive. His expertise has established our financial management, ensuring...

Worked with Jesse Garcia

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Online Taxman/Global Expat Advisors

Nationwide

Boutique international CPA firm for clients in international tax situations

Jake Barnett

Client for more than 4 years

Apr 9, 2024

CEO

"I'm a long term client. Very professional and personal service. Recommend 100%"

Worked with John

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