Strategic Tax Planning for High-Net-Worth Individuals & Families
We transcend basic tax preparation, offering proactive, year-round counsel designed to build, preserve, and transition your legacy across generations.
Your Wealth Deserves a Strategy as Sophisticated as the Assets You Hold
We take a holistic, taxfirst approach to your financial life, ensuring every decision is structured for maximum efficiency, clarity, and longterm advantage. From entity design to multigenerational planning, we align every component of your wealth with purpose. By collaborating directly with your attorneys, wealth managers, and private bankers, we deliver a unified, tax-optimized framework that protects and elevates your future
Specialized Services
Designed specifically for the complex needs of wealth builders and holders.
Private Client Services
Discreet, highly personalized experience for individuals and families with significant wealth. We serve as your dedicated financial navigators.
- Comprehensive Income Tax Compliance & Reporting
- Philanthropic and Charitable Giving Planning
- Executive Compensation and Stock Option Planning
- Multi-State and International Tax Jurisdictions
Strategic Tax Planning
Forward-thinking tax strategies that mitigate tax burdens at every stage of your wealth accumulation journey.
- Optimize investment portfolios for tax efficiency
- Leverage retirement and compensation strategies
- Manage tax implications of major liquidity events
- Business sales and M&A planning
Investment Opportunity Insights
Critical insights into how investment vehicles are taxed, helping you structure investments for maximum advantage.
- Private Equity and Investment Analysis
- Qualified Opportunity Zone strategies
- Capital Gains Planning
- Tax efficient investment strategies assessment
Real Estate & Business Strategy
Sophisticated strategies including cost segregation, 1031 exchanges, and pass-through entity planning.
- Entity Structure Optimization
- Passive Activity Loss Navigation
- Tax Credits and Incentives
- Strategic Business Acquisition Advisory
Family Office Support
Holistic view of your family's entire financial ecosystem with seamless, tax-efficient wealth transfer.
- Estate, Gift, and Trust Planning
- Wealth Transfer and Succession Strategy
- Family Governance Support
- Cross-Advisor Coordination
Trusted by Leading Families and Enterprises
See what our clients say about their experience working with our team
"The family limited partnership structure they designed has provided both asset protection and significant tax savings. Their attention to detail and ongoing support is exceptional."
"High Five Taxes helped us navigate complex multi-state tax issues during our expansion. Their strategic counsel was instrumental in our successful growth while maintaining tax efficiency."
"After years of working with traditional CPA firms, High Five Taxes is a breath of fresh air. They don't just prepare returns—they actively help us build wealth through intelligent tax planning."
"High Five Taxes completely transformed our tax strategy. Their proactive approach saved our family over $2M in estate taxes while ensuring seamless wealth transfer to the next generation."
"Their guidance through our business sale was invaluable. The QOZ strategy they recommended will save us millions in capital gains taxes while supporting community development."
"The team's expertise in real estate taxation is unmatched. Their cost segregation analysis and strategic planning increased our cash flow by 40% in the first year alone."
Areas of Expertise
Comprehensive financial solutions designed for continuity, growth, and legacy preservation.
Real Estate Investors & Developers
- Taxefficient structuring for rentals, STRs, and development projects
- Cost segregation and accelerated depreciation strategies
- Multistate and multientity real estate tax planning
Medical Professionals (Doctors, Dentists, Specialists)
- SCorp optimization for highincome practices
- Equipment depreciation and practice acquisition planning
- Retirement and Financial Planning
Tech Professionals & Founders
- Equity compensation planning (RSUs, ISOs, NSOs)
- Liquidity event and exit tax modeling
- Multistate remote work tax exposure management
Consultants & Independent Contractors
- SCorp tax optimization and reasonable compensation planning
- Deduction maximization for travel, home office, and professional expenses
- Quarterly tax planning and cashflow forecasting
High Income W2 Executives
- Executive compensation tax strategy (bonuses, stock, deferred comp)
- AMT exposure planning and mitigation
- Multistate residency and relocation tax analysis
Hospitality & Franchise Owners
- Multilocation entity structuring
- Depreciation and renovation tax incentives
- Cashflow and payroll tax planning
Serving Happy Clients Across The Country
