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Secure And Grow Your Wealth

High Net Worth Accountants

Put a plan in place to protect your assets and prepare a financially secure future for you and your family. We offer high net worth accounting & virtual family office services.

It Makes Financial Sense

High Net Worth Accounting Services

Secure and grow your wealth with our specialized high net worth accountant services, for affluent individuals and families.

We provide you with asset management strategies, strategic financial planning, equity compensation planning, retirement planning and additional wealth management services.

Equity Compensation Planning

Retirement Planning Including Alternative Strategies

Estate & Trust Planning

Business Succession Planning

Advanced & Charitable Giving Strategies, Including Permanent Tax Avoidance For High-Net-Worth Business Owners

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What makes ProTaxTeam different is the entrepreneurial experience we bring to the table.

We know what it's like to walk in your shoes.

What Our Clients Say


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