Precision Tax Planning For People Who Value Clarity

The High Net Worth Tax Advisory Group, LLC is a public accounting firm offering a concierge-style service for individuals, families, businesses and non-profit organizations. We provide comprehensive tax planning and compliance, business advisory services, fractional CFO support and long-term tax and estate planning.

Our process beings with “an open and honest discussion” to design a customized tax strategy tailored to your unique goals. Whether focused on an immediate need or long-term wealth preservation, our laser focus is on helping clients grow and safeguard generational wealth.

We work closely with your attorney and financial advisor to ensure your tax strategy is fully integrated into your overall financial plan. Continually reviewing the plan established will allow us to make any changes as necessary to keep aligned with your long-term objectives.

If you are a high net worth individual, business owner, establishing a new business or non-profit organization, we are here to help you navigate the complexities of taxation and regulatory compliance. The High Net Worth Tax Advisory Group, LLC is a boutique, servant minded, tax advisory firm that will intentionally limit the number of clients we serve in order to deliver an exceptional and highly personalized experience.