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
What makes ProTaxTeam different is the entrepreneurial experience we bring to the table.
We know what it's like to walk in your shoes.
Our Other Services
What Our Clients Say
Starting our new business, we looked up companies for tax purposes. I found Pro Tax Team Accountants and they have been wonderful. I was assigned a Tax Accountant, Mike, who is always there to answer any question I have. I will contact him, and he will response in a timely manner. My experience with him has exceeded my expectation, I look forward to continuing our working relationship.
STEPHANIE
I was pleased with this service. They helped me set up my S-Corp successfully and guided me through what for me was a complex process.
SPECTRUM REALTY LLC
We have been with ProTaxTeam for 1 year now, previously it was an old firm which merged with this firm. In the beginning we were a little hesitant to continue with the new firm but after one year I can proudly say they exceptionally exceeded my expectation. The founder Mike is a great professional and has worked in big industry. I have sent at least 5 new clients to them over the past year. The one thing I like most about them is communication and access, they are always available for you.
SCOTT
I engaged Pro Tax Team Accountants about 4 weeks before we started our business. From day one I received top notch service. I received customized, knowledgeable service. A quality team of tax and business professionals is continuously available to offer guidance, support, and direct service at a reasonable cost. My Tax Advisor, Mike, contacts me monthly. During our discussions, he answers my questions thoroughly and patiently, offers expert guidance, and connects me with information or other in-house experts as needed. He is personable, friendly, and highly informed. This has been one of the most valuable investments I made in my business. Without this service, I would not be experiencing the level of confidence I have in running the logistics of my business.
VICTOR PATEL
My experience with Protaxteam has been amazing. Jim Goldie Top Shelf. This amazing team that I have been assigned to has met all my tax needs and for this I plan to remain a customer. From the very beginning the first representative was excellent and made it easy for me to decide that this would be a great fit. Keep up the GREAT work that you do!! God Bless and Keep God First.
JUSTIN
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