Tax Advisor for High Net Worth Individuals & Family Offices
Wealth management tax services — asset protection, estate planning, and year-round attention for business owners, entrepreneurs, and families.
Wealth Management Tax Services
Significant wealth brings a tax picture that ordinary annual filing can't serve: business holdings, investment portfolios, real property, and family obligations interact — and the cost of treating them separately compounds every year. Our advisory for high net worth clients extends to trust and estate planning and to income, gift, and estate tax return preparation for family offices.
Personal Attention, Year Round
We work with business owners, entrepreneurs, and families as a standing advisor, not a seasonal preparer. Planning is personalized and adjusted as circumstances change — a liquidity event, a property acquisition, a new generation entering the picture — so strategies for asset protection and multi-generational wealth transfer stay current rather than reactive.
Our Wealth Management Services Include:
- Year-round tax planning & preparation
- Full-service accounting with quarterly financial statements
- Payroll processing & reporting
- Succession and estate planning guidance
- Multi-generational wealth transfer strategies
For high net worth individuals with significant real estate holdings, our real estate tax practice covers 1031 exchanges and transaction structuring; investment-related strategies — including minimizing the alternative minimum tax and planning around capital gains — are part of tax planning & consulting. Trust, gift, and estate return preparation rounds out the compliance side, so the planning and the filings stay in one set of hands.
Get in Touch with Our Tax Experts
Request a Free Consultation
Schedule a Free Consultation
Talk with an experienced Glendale CPA about your tax and accounting needs — no obligation. Call 818-570-0071 or book a time online.