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Ultra High Net Worth Individual

Ultra High Net Worth Individuals (UHNWIs) require highly specialized financial services to manage their substantial wealth, typically exceeding $30 million. These individuals face unique challenges that necessitate expert guidance in wealth management, investment strategies, and comprehensive estate planning aimed at preserving and growing their assets across generations.
Partnering with accountants who specialize in serving UHNWIs is essential for navigating the complexities of managing vast financial portfolios. These professionals offer tailored strategies that encompass tax optimization, philanthropic planning, and investment diversification, ensuring that clients can maximize their financial outcomes while minimizing liabilities.
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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Jesse Lucero
Client for 3-12 months
Jul 24, 2024
"Private Tax Solutions is very easy to work with, they are quick to provide answers to any questions we may have and also have provided us with a wealth of...
Worked with Donald Hayden
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OLarry
Nationwide
Tax and Accounting Services
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Ian Bishop
Client for 0-3 months
Jul 18, 2024
VP, Homebound
"OLarry has been awesome. I'm so happy to have found a tax solution that is way more "white glove" than the big online services, but still feels incredibly modern, tech enab"
Worked with Corey
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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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Empowering your business with top-tier bookkeeping, Controller, and CFO services—because your...
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".
Windsor FPO
We are a bookkeeping and accounting company founded by a Canadian and UK Certified CPA
STAXX
Nationwide
Fractional CFO + Full-Service Accounting for Online Business Owners
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Kyam Calvert
Client for 1-2 years
Mar 8, 2024
Owner at Calvert & Son
"Before I met Dylan I was a bit worried about hiring an accountant. I wanted to make sure my online biz accounting was 100% airtight...
Worked with Dylan
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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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Good Measure
Nationwide
Good Measure is a systems driven, highly relational bookkeeping firm for $500k - $20MM organizations
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Andrew Bryant
Client for 2-4 years
Jul 31, 2024
Sr. Operations Manager at HVR
"Good Measure is a great company to work with. Ben and his team have built a business with excellence and character to help meet the...
Worked with Ben Curtis
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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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Cameron Oliver
Client for 1-2 years
Jun 11, 2024
"Jesse and team have tremendously helped us streamline all bookkeeping services for 2 of our businesses.  Getting detailed...
Worked with Jesse
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Alpine Mar CPAs & Advisors
Nationwide
The Modern Day CPA Firm
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Kris Bowen
Client for 2-4 years
Jun 20, 2024
Owner, Scratchworks Designs, LLC
"I have been working with Alpine Mar for a few years, and they have consistently exceeded my expectations. Their team is incredibly...
Worked with Pablo, Kevin
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Framework Tax & Accounting
Nationwide
Framework Tax & Accounting offers expert tax and accounting solutions for complex financial needs...
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Van
Feb 12, 2024
"Tax planning & resturcturing I like businesses with niches. They specialize high net worth, SMB, QSBS, and...
Worked with Nabil
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Walker Advisory, LLC
Nationwide
Profitability Experts on a mission to help thousands of small businesses grow their bottom line.
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Neil Orwick
Client for 3-12 months
Jun 12, 2024
Owner at Kitchen Traditions
"Great services. Complete knowledge of accounting and organizational methods "
Worked with Cole
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Fiat Finance
Full-Stack Finance Services for VC Backed Companies - Built By VCs themselves.
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Ben Coleman
Client for 3-12 months
Sep 25, 2024
CEO at Amalgam
"Kaley and the Fiat Finance team handle our corporate taxes, and we couldn't be happier with the level of service they provide. They have the expertise to act as...
Worked with Kaley Pate
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Anomaly CPA
Nationwide
Anomaly is a fully virtual cloud accounting and tax strategy firm for startups, digital entrepreneurs and...
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Russell Raath
Client for 2-4 years
May 2, 2024
The Ambition Co
"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...
Worked with Greg O'Brien and John Malone
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Bookkeeper360
Nationwide
Bookkeeper360 eliminates the headaches of managing your accounting and taxes so you can focus on...
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Rob Basso
Client for 2-4 years
May 23, 2024
Rob Basso
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60. "
Worked with Brandon Cooperman
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Intent
Nationwide
Fractional finance for startups and scaleups
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Saurabh Malviya
Client for 3-12 months
Jul 31, 2024
CTO at stealth
"Intent has expertly managed our finances, helping us align our growth with our financial strategies. Their skilled and responsive team provides insightful advice and tailor"
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Casey Peterson, LTD
Nationwide
CPAs, accountants, and financial advisors for tax, audit, consulting, and more
Richmond CPA
Nationwide
Audit, Tax, Mergers & Acquisitions, Outsourced CFO services and more
Dark Horse CPAs
Nationwide
Dark Horse CPAs provides accounting & tax services to small businesses and individuals, with an...
LGB Tax and Accounting
Nationwide
Full service accounting and advisory firm for individuals and businesses.
vbCPA
Nationwide
Not Just Numbers. It's Peace Of Mind.
Proseer
Nationwide
Proseer is a modern accounting firm offering fractional CFO, outsourced accounting, and proactive tax...
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