Tax Services for High Net Worth Individuals
Strategic tax planning and wealth preservation for individuals and families with complex financial situations.
Why High Net Worth Clients Choose Us
With over 35 years of experience serving high-income individuals and families in the Bellevue area, we understand the unique challenges you face. Our CPAs with Masters of Taxation credentials provide sophisticated strategies that save you thousands annually.
Advanced Tax Expertise
CPAs with Masters of Taxation (MST) credentials specializing in complex tax situations.
Proactive Planning
Year-round strategic planning to minimize taxes and maximize wealth.
Responsive Service
Direct access to senior CPAs who understand your financial situation.
Coordinated Approach
We work seamlessly with your financial advisors and attorneys.
Challenges We Help You Navigate
High net worth individuals face unique tax challenges that require specialized expertise.
Complex Investment Income
Navigate capital gains, dividends, interest income, and alternative investments with tax-efficient strategies.
Real Estate & Rental Properties
Maximize deductions and manage depreciation for rental properties, vacation homes, and real estate investments.
Business Ownership & Stock Options
Optimize tax treatment of business income, stock options, RSUs, and equity compensation.
Estate & Retirement Planning
Strategic planning to minimize estate taxes and maximize retirement account contributions.
Specialized Services
Comprehensive tax and financial services designed for high net worth individuals.
Advanced Tax Planning
Year-round strategic tax planning to minimize liability through timing strategies, tax-loss harvesting, and entity optimization.
Individual & Family Tax Preparation
Comprehensive preparation of federal and state returns for individuals, trusts, estates, and family partnerships.
Investment Tax Strategy
Optimize tax treatment of investment portfolios, including capital gains planning and qualified opportunity zones.
Trust & Estate Administration
Expert guidance on trust administration, estate tax planning, and wealth transfer strategies to protect your legacy.
Frequently Asked Questions
How can you help reduce my tax liability?
We use advanced strategies including tax-loss harvesting, timing of income and deductions, retirement account optimization, charitable giving strategies, and entity structure planning to minimize your tax burden legally and ethically.
Do you work with my financial advisor and attorney?
Absolutely. We collaborate closely with your existing advisors to ensure coordinated tax, investment, and estate planning strategies that work together seamlessly.
What makes you different from other CPAs?
Our CPAs hold Masters of Science in Taxation (MST) credentials and specialize in complex tax situations. We provide proactive, year-round planning—not just annual tax preparation.
Can you help with estimated quarterly tax payments?
Yes. We calculate and manage your quarterly estimated tax payments to avoid penalties while optimizing cash flow throughout the year.
Ready to Optimize Your Tax Strategy?
Schedule a consultation with our experienced CPAs to discuss your unique financial situation and discover how we can help you minimize taxes and preserve wealth.