ProTaxTeam
High Net Worth & Virtual Family Office Services
Equity compensation planning
Retirement planning including alternative strategies
Estate and trust planning
Business succession planning
Advanced and charitable giving strategies, including permanent tax avoidance for high-net-worth business owners
services
Other services
Business
Taxes
Business Consulting, Business Tax Preparation and Consultation, Business Plan Reports...
Personal
Taxes
Income Tax Filling,
Personal Financial Statements, Financial Planning...
Fully outsourced accounting service
Dedicated controller and team, Monthly reconciliations, Revenue recognition...
Expertise & CFO-level features
Board reports + presentations, Cash flow projections, Financial projections + models...
High net worth & virtual family office services
Equity compensation planning,
Retirement planning including alternative strategies...
services
Other services
Fully outsourced accounting service
Dedicated controller and team, Monthly reconciliations, Revenue recognition...
Business
Taxes
Business Consulting, Business Tax Preparation and Consultation, Business Plan Reports...
Personal
Taxes
Income Tax Filling,
Personal Financial Statements, Financial Planning...
Expertise & CFO-level features
Board reports + presentations, Cash flow projections, Financial projections + models...
High net worth & virtual family office services
Equity compensation planning,
Retirement planning including alternative strategies...