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CPA Services for High Net Worth Individuals
Accounting Expertise Built for Executives, Entrepreneurs & Wealthy Families
Managing wealth as a high net worth individual comes with unique financial challenges—overseeing investments, minimizing tax liabilities, coordinating estate and trust planning, and ensuring compliance with complex tax laws. At Markham Norton, we specialize in accounting services for high net worth individuals, providing the clarity and guidance you need to protect and grow your wealth.
Why Choose a CPA Who Understands High Net Worth Needs?
Not all accountants understand the complexities of managing substantial wealth. With years of experience working alongside executives, entrepreneurs, and affluent families, we know how to:
Optimize tax strategies for complex income streams
Coordinate estate, trust, and succession planning
Manage investments, capital gains, and passive income
Ensure compliance with federal, state, and local tax regulations
Provide proactive wealth management advice to maximize financial growth
Our High Net Worth CPA Services
We offer comprehensive accounting solutions designed for individuals and families with substantial assets:
Tax Planning & Preparation – Reduce your tax burden while remaining compliant with all regulations.
Estate & Trust Planning – Protect your legacy and ensure smooth wealth transfer.
Investment & Portfolio Reporting – Gain clear visibility into your holdings, performance, and tax implications.
Financial Statements & Advisory Services – Make informed decisions with expert guidance.
CFO Services for Individuals & Families – Coordinate your financial life with sophisticated strategy and oversight.
Who We Serve
We partner with high net worth individuals and families across diverse financial situations:
Business Owners & Entrepreneurs
Executives & Professionals with Complex Compensation
Families Managing Generational Wealth
Investors with Diverse Portfolios
Individuals with Real Estate, Private Equity, or Alternative Assets
Philanthropists & Charitable Donors
Build a Strong Financial Foundation
With the right CPA by your side, you’ll spend less time worrying about taxes and financial planning, and more time focusing on growing and protecting your wealth. Our proactive approach ensures you get more than compliance—we help you optimize cash flow, minimize taxes, and plan for long-term financial security.
Frequently Asked Questions About High Net Worth CPA Services
Why do high net worth individuals need a specialized CPA?
A CPA with high net worth expertise understands complex income streams, investment tax strategies, and estate planning, ensuring accurate financial reporting and optimal tax efficiency.
What tax services do you provide for high net worth clients?
We handle tax planning, preparation, and compliance, helping reduce tax liability while managing investments, real estate, and other complex assets.
Can you help with estate and trust planning?
Yes. We provide guidance on trusts, estate plans, and wealth transfer strategies to protect assets and ensure your legacy.
Do you provide investment and portfolio reporting?
Absolutely. We track performance, tax implications, and provide comprehensive reporting for all your holdings.
Do you work with all types of high net worth clients?
Yes. We serve executives, business owners, investors, families, and philanthropists with diverse and complex financial situations.