High Net Worth
Industry
High Net Worth Services
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:
- Federal and state income tax preparation and planning
- Periodic income tax projections and estimates
- Taxing authority audit and examination representation
- Divorce tax planning
- Household employee tax reporting
- Estate and trust tax planning
- Ad-hoc analysis and reporting
- Analysis and recommendations for issues related to interests in closely held businesses
Other Industries
Oil and Gas
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.
Agriculture and Farming
We serve agriculture and farming industries with entity structure evaluation, recommendations, and implementation, federal and state income tax preparation, and more.
Real Estate
We provides comprehensive tax, accounting, and advisory services to a full range of real estate entities and investors, covering transactions from acquisition to disposition and beyond..