Wealth management can be a complex and intimidating process. Keeping and growing your wealth, lowering your taxes, and planning for your financial future are all things we can help you with.
Our team of highly professional CPAs provide a full range of services, including income tax planning, tax return preparation, and individualized estate planning strategies, to high net worth individuals, such as corporate executives, entrepreneurs, and owners of closely held businesses. Some of our high net worth service offerings include:
Our energy-focused, highly-tenured CPAs bring “Big Four” expertise in offering tax and assurance services to oil and gas exploration, drilling, production, development, pipeline, and service companies.
We serve agriculture and farming industries with entity structure evaluation, recommendations, and implementation, federal and state income tax preparation, and more.
We provide comprehensive tax, accounting, and advisory services to a full range of real estate entities and investors, covering transactions from acquisition to disposition and beyond..
We use advanced tax planning strategies, including investment structuring, timing of transactions, and strategic use of tax-advantaged vehicles.
Our experienced team provides full audit representation, handling all communications with tax authorities while protecting your interests throughout the process.
Yes, we collaborate seamlessly with your existing financial team, including wealth managers, attorneys, and investment advisors.
Our team undergoes continuous education and maintains memberships in professional organizations specifically focused on high net worth tax preparation.
Yes, we provide comprehensive succession planning services that minimize tax impact while ensuring smooth transition of business interests.
We develop comprehensive strategies that minimize estate tax exposure while maximizing wealth preservation across generations through strategic gifting and trust structures.
Absolutely. We regularly collaborate with legal teams to ensure your tax strategy aligns perfectly with your estate planning objectives.
When you’ve spent decades building a successful family business, guaranteeing its continued prosperity beyond your leadership is crucial. Yet, many business owners put off succession
Your wealth took years to build. Yet without proper tax planning, you could be losing thousands, or even millions, to unnecessary taxation. As tax codes
Nearly 40% of oil and gas companies struggle with inefficient financial processes, costing them millions in lost revenue and compliance penalties each year. In an
