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Accountants for High Net Worth Individuals

High net worth individuals (HNWIs) require specialized financial services and planning to effectively manage their substantial assets. These services are crucial for ensuring long-term wealth preservation, optimizing tax strategies, and implementing comprehensive estate planning.
Working with expert accountants for high net worth individuals allows clients to navigate the complexities of wealth management with confidence. These professionals offer tailored strategies that focus on maximizing investment growth while minimizing tax liabilities.
Lemoti
Nationwide
Experience better bookkeeping and pay less taxes.
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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...
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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
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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.
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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...
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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...
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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
Empowering your business with top-tier bookkeeping, Controller, and CFO services—because your...
We help construction businesses minimize their tax liabilities, maximize their profits, and free up their time.
I help business owners and real estate investors save taxes and keep more of their earnings...
Tax strategies to help property owners and real estate investors reduce taxable lability and accelerate...
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".
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...
I help small business owners and high net worth individuals understand their books, grow their business...
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...
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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
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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.
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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...
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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
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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...
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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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Boutique international CPA firm for clients in international tax situations
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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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